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- Upturn Summary
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Upturn AI Summary
iShares BBB-B CLO Active ETF(BCLO)
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 BCLO
10/02/2026: BCLO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
iShares BBB-B CLO Active ETF (BCLO) provides targeted exposure to floating-rate mezzanine CLO tranches, aiming to deliver high current income. Managed by BlackRock, the fund leverages professional credit research to navigate the complex leveraged loan market. Its primary role is as an income-generating component in a diversified bond portfolio. Investors must be aware of risks including underlying credit default potential, structural complexity, and periodic liquidity constraints in the CLO market. It is best suited for income-oriented investors who can tolerate the credit volatility associated with non-investment-grade corporate debt.
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 | This fund is designed for income rather than capital appreciation. |
| Momentum investor | Weak fit | The fund exhibits low price momentum compared to high-growth equity assets. |
| Value investor | Mixed fit | Investors seeking value in credit markets may find the yield attractive relative to other fixed-income classes. |
| Dividend/Income investor | Strong fit | The fund is purpose-built to deliver consistent income from floating-rate assets. |
| Low-risk investor | Weak fit | CLO tranches carry credit and structural risks that are unsuitable for capital preservation mandates. |
Investor Profile
Ideal Investor Profile
The ideal investor is an income-focused individual or institutional player who understands the risks of structured credit.
Suitability
This fund is best suited for long-term income investors seeking portfolio diversification away from traditional government and investment-grade corporate bonds.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | CLO prices can fluctuate based on market credit sentiment and macroeconomic news. |
| Market risk | Medium | General market downturns can compress credit spreads and impact the value of CLO tranches. |
| Concentration | Medium | The fund is concentrated in the CLO asset class, which limits diversification across other sectors. |
| Tracking/expense | Low | As an active fund, there is no tracking error against a benchmark, though management costs apply. |
| Liquidity | Medium / high | Underlying CLO assets can be illiquid during periods of extreme market stress. |
| Business/sector quality | Medium | Credit quality depends on the underlying performance of companies in the leveraged loan market. |
Risk Analysis
Volatility
BCLO exhibits moderate volatility typical of mezzanine-level credit assets.
Market Risk
The fund is inherently exposed to the credit quality of the leveraged loan market, making it sensitive to corporate defaults.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | BBB-rated CLO Tranches | 40 | These holdings provide higher credit quality relative to the rest of the portfolio while maintaining attractive yield spreads. |
| Fixed-income type | BB-rated CLO Tranches | 45 | This is the core of the portfolio, balancing credit risk with significant income generation potential. |
| Fixed-income type | B-rated CLO Tranches | 10 | These assets offer higher yield potential in exchange for higher credit and default risk exposure. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Provides liquidity for daily redemptions and tactical portfolio rebalancing. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 9.25% | Avg. Invested days 103 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $99.14M |
| Issuer | iShares |
| Distribution Yield | 6.47% |
| Inception | Jan 29, 2025 |
Performance
| Period | Total Return |
|---|---|
| YTD | +5.18% |
| 1 Year | +6.31% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 2.1% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
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 |
|---|
Top Holdings
| Holding | Weight |
|---|---|
| BlackRock Cash Funds Treasury SL Agency | 3.00% |
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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