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- Upturn Summary
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Upturn AI Summary
iShares Core U.S. Aggregate Bond ETF(AGG)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AGG
10/06/2026: AGG (2-star) is currently NOT-A-BUY. Pass it for now.
AGG is a massive, low-cost ETF that provides comprehensive exposure to the U.S. investment-grade bond market by tracking the Bloomberg U.S. Aggregate Bond Index. Its primary strengths are its exceptional liquidity, institutional-grade management by BlackRock, and broad diversification across Treasuries and corporate bonds. Investors typically use it as a core defensive building block to balance equity volatility and generate steady income. While it offers safety, investors must be mindful of interest-rate risk, as the fund's price will decline when interest rates rise. It is an ideal fit for long-term investors prioritizing capital preservation and income over speculative growth.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | Bond ETFs provide income and capital preservation rather than the aggressive capital appreciation sought by growth investors. |
| Momentum investor | Strong fit while signal remains positive | Momentum strategies may utilize AGG during flight-to-quality cycles or when interest rate trends favor fixed-income rallies. |
| Value investor | Mixed fit | Value investors may use AGG to hedge equity exposure, though the fund itself does not focus on valuation-based selection. |
| Dividend/Income investor | Strong fit | AGG serves as a cornerstone for income generation through regular monthly interest distributions. |
| Low-risk investor | Strong fit | High credit quality and broad diversification make this an essential component for minimizing portfolio volatility. |
Investor Profile
Ideal Investor Profile
Conservative to moderate investors seeking reliable income and a stable anchor for a diversified portfolio.
Suitability
Best suited for long-term investors and passive index followers seeking a core fixed-income allocation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Bond prices fluctuate inversely with interest rates, creating moderate price volatility. |
| Market risk | Medium | Broader economic shifts can impact the valuation of all fixed-income assets held within the fund. |
| Concentration | Low | The fund is exceptionally well-diversified across thousands of individual bond issues. |
| Tracking/expense | Low | Efficient management and low fees minimize the drag between the fund and its index. |
| Liquidity | Low | Extremely high trading volume ensures investors can enter and exit positions easily. |
| Business/sector quality | Low | The fund focuses on investment-grade bonds, effectively mitigating credit default risk. |
Risk Analysis
Volatility
AGG exhibits lower volatility than equity indices but remains subject to duration risk as interest rates fluctuate.
Market Risk
The fund faces primary risk from interest rate changes and systemic credit market tightening.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | U.S. Treasury Securities | 42 | Provides a high-quality foundation of government-backed debt to minimize default risk. |
| Fixed-income type | Mortgage-Backed Securities (Agency MBS) | 27 | Offers exposure to the housing market through high-credit-quality mortgage debt. |
| Fixed-income type | Investment-Grade Corporate Bonds | 25 | Provides higher yield potential than government bonds by including credit risk from top-tier corporations. |
| Fixed-income type | Government-Related/Other | 6 | Diversifies the portfolio with additional high-quality debt instruments. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 6.98% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/06/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 6, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $135.77B |
| Issuer | iShares |
| Expense Ratio | 0.03% |
| Distribution Yield | 4.19% |
| Inception | Sep 22, 2003 |
| Index Tracked | Bloomberg US Aggregate |
Performance
| Period | Total Return |
|---|---|
| YTD | -2.73% |
| 1 Year | -2.17% |
| 3 Year | +4.32% |
| 5 Year | -0.68% |
| 10 Year | +1.10% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 4.06% |
| 3Y Volatility | 5.57% |
| 3Y Sharpe Ratio | -0.07 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Benchmark | BBgBarc US Agg Bond TR USD |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 1.04% |
Top Holdings
| Holding | Weight |
|---|---|
| BlackRock Cash Funds Instl SL Agency | 3.01% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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