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ISDB

Invesco Short Duration Bond ETF
1W: -0.0% 1M: +0.4% 3M: +1.8% 1Y: +6.5%
$24.99
Last traded 2025-07-10 — delisted
ETF CBOE · AUM $10.0M
ETF-Level Metrics
AUM$10M
Holdings185
Top 10 Wt16.6%
Beta0.26
% Profitable42%
Coverage46%
Portfolio Valuation
P/E77.7
P/B15.1
P/S14.2
EV/EBITDA11.9
P/FCF136.5
PEG5.63
Profitability & Returns
Gross Margin35.5%
Net Margin16.7%
ROE19.4%
ROA7.3%
ROIC13.4%
Div Yield3.03%
Leverage & Liquidity
Debt/Equity0.72
Debt/Assets0.28
Net Debt/EBITDA1.0x
Interest Cov9.6x
Current Ratio1.29
Quick Ratio1.06
Growth (YoY)
Revenue+15.7%
Net Income+16.3%
EPS+9.4%
FCF+18.7%
EBITDA+13.8%
Rev CAGR 3Y+11.6%
Quality Scores
Piotroski F6.2
Altman Z2.32
IS Quality57.2
IS Overall46.6
IS Value56.1
Median P/E20.2

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Other 277 53.6%
Financial Services 51 16.2% 0.7
Technology 14 7.2% -18.4
Industrials 28 5.9% 25.5
Consumer Cyclical 27 5.6% 24.0
Energy 13 3.0% 17.4
Real Estate 13 2.9% 34.9
Utilities 21 2.0% 24.6
Consumer Defensive 6 1.2% 15.0
Communication Services 6 1.0% -56.2
Healthcare 15 0.9% 29.1
Basic Materials 4 0.5% 57.0

Smart Money Overlap

14 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 0.23% 4 Bullish 1 10 -2.2%
AEP American Electric Power Company, Inc. 0.13% 4 Bullish 24 2 +1.2%
KMI Kinder Morgan, Inc. 0.12% 4 Bullish 6 3 +1.3%
FERG Ferguson plc 0.06% 4 Bullish 28 1 +7.0%
GEV GE Vernova Inc. 0.04% 4 Bullish 8 7 +2.9%
CVS CVS Health Corporation 0.02% 4 Bullish 26 2 +2.3%
EXC Exelon Corporation 0.01% 4 Bullish 8 1 +0.6%
AJG Arthur J. Gallagher & Co. 0.01% 4 Bullish 19 1 -4.3%
LHX L3Harris Technologies, Inc. 0.01% 4 Bullish 14 1 +0.6%
EOG EOG Resources, Inc. 0.01% 4 Bullish 21 1 +26.6%
OKE ONEOK, Inc. 0.01% 4 Bullish 3 1 +5.8%
JNJ Johnson & Johnson 0.01% 4 Bullish 12 2 +0.4%
FITB Fifth Third Bancorp 0.00% 4 Bullish 2 1 +4.5%
CAH Cardinal Health, Inc. 0.00% 4 Bullish 1 1 +0.3%
Showing 50 of 475 holdings · Page 1 of 10
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 CONTRA FUTURE FUTURE JUN 18 26 Deriv 4.72% $5.7M 51
2 Augusta SpinCo Corp Private 2.26% $2.7M 2,707,000
3 Salesforce Inc CRM.BA 1.71% $2.0M 2,041,000 23.5 $258.5T Technology
4 Invesco Premier US Government Money Portfolio Private 1.43% $1.7M 1,717,041
5 Goldman Sachs Group Inc/The GSBD 1.23% $1.5M 1,458,400 8.8 $1.0B Financial Services
6 Amphenol Corp APH 1.21% $1.4M 1,438,000 36.7 $157.3B Technology
7 ROBLOX Corp RBLX 1.04% $1.2M 1,300,000 -39.6 $42.6B Technology
8 UBS Group AG UBSG.SW 1.01% $1.2M 1,198,000 19.4 $97.2B Financial Services
9 Philip Morris International Inc PM 0.97% $1.1M 1,155,000 21.7 $246.1B Consumer Defensive
10 BX Commercial Mortgage Trust 2026-CSMO Private 0.94% $1.1M 1,130,000
11 Amazon.com Inc AMZN.NE 0.91% $1.1M 1,098,000 28.9 $3.0T Consumer Cyclical
12 VoltaGrid LLC Private 0.89% $1.0M 1,000,000
13 Morgan Stanley MS 0.85% $1.0M 1,013,300 15.4 $263.2B Financial Services
14 Caterpillar Financial Services Corp CAT 0.85% $1.0M 1,014,000 37.7 $335.6B Industrials
15 Ford Motor Credit Co LLC F 0.84% $994,559 998,000 -5.6 $45.4B Consumer Cyclical
16 Whetstone Park CLO Ltd Private 0.84% $998,752 1,000,000
17 Morgan Stanley Private Bank NA MS 0.79% $935,424 940,000 15.4 $263.2B Financial Services
18 Compass Datacenters Issuer II LLC Private 0.79% $945,718 960,000
19 Macquarie Bank Ltd DDVIX 0.78% $934,353 930,000 $7.0B Financial Services
20 National Rural Utilities Cooperative Finance Corp NRUC 0.77% $914,232 917,000 Financial Services
21 TransDigm Inc Private 0.74% $885,636 869,000
22 SBA Communications Corp SBAC 0.73% $872,348 881,000 20.6 $21.6B Real Estate
23 Vertiv Group Corp Private 0.73% $858,632 872,000
24 GS Mortgage-Backed Securities Trust 2025-HE2 Private 0.72% $865,377 865,293
25 United States Treasury Bill DNO 0.72% $862,987 867,000 -4.4 Financial Services
26 Royal Bank of Canada RY.TO 0.72% $848,313 857,000 15.1 $317.5B Financial Services
27 Angel Oak Mortgage Trust 2025-2 AOMR 0.72% $859,354 854,628 4.6 $203M Real Estate
28 Eaton Corp 0Y3K.L 0.71% $848,935 857,000 34.3 $140.0B Industrials
29 Medline Borrower LP Private 0.70% $838,421 866,000
30 Carlyle Global Market Strategies CLO 2015-5 Ltd Private 0.69% $822,559 822,119
31 Barclays PLC BCS 0.67% $797,491 807,000 7.9 $75.5B Financial Services
32 Banco Bilbao Vizcaya Argentaria SA BBVA 0.66% $795,497 800,000 10.8 $124.8B Financial Services
33 Cross 2025-H5 Mortgage Trust Private 0.66% $787,767 784,445
34 Crowdstrike Holdings Inc CRWD 0.65% $775,975 814,000 -550.3 $101.2B Technology
35 Allison Transmission Inc ALSN 0.65% $776,778 781,000 15.8 $9.7B Consumer Cyclical
36 Palmer Square Loan Funding 2025-3 Ltd Private 0.63% $749,690 750,000
37 Southwest Airlines Co LUV 0.63% $746,569 756,000 44.0 $18.5B Industrials
38 EnerSys ENS 0.63% $747,604 755,000 20.9 $6.5B Industrials
39 Energy Transfer LP ET 0.63% $740,610 739,000 14.1 $65.1B Energy
40 Bank of Nova Scotia/The BKUTK 0.62% $737,305 729,000 7.5 $153M Financial Services
41 Citigroup Inc Private 0.61% $730,220 726,000
42 JPMorgan Chase & Co JPM.NE 0.61% $720,050 718,000 14.4 $1.1T Financial Services
43 Oracle Corp ORCL 0.60% $710,287 656,136 25.8 $421.0B Technology
44 Eagle Funding Luxco Sarl Private 0.59% $704,130 700,000
45 SS&C Technologies Inc SSNC 0.58% $694,738 694,000 20.8 $16.7B Technology
46 Royal Caribbean Cruises Ltd 0I1W.L 0.58% $694,901 687,000 17.4 $75.6B Consumer Cyclical
47 Foundry JV Holdco LLC Private 0.58% $685,807 662,000
48 UBS AG/Stamford CT BRTG.L 0.57% $679,579 680,000 Financial Services
49 Bank of America Corp BOFA.NE 0.55% $661,559 660,000 11.9 $474.9B Financial Services
50 Esab Corp ESAB 0.55% $649,892 642,000 26.4 $6.0B Industrials
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms