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- Upturn Summary
- Fund Details
Upturn AI Summary
iShares ESG U.S. Aggregate Bond ETF(EAGG)
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 EAGG
10/28/2026: EAGG (2-star) is currently NOT-A-BUY. Pass it for now.
The iShares ESG U.S. Aggregate Bond ETF (EAGG) provides investors with diversified exposure to U.S. investment-grade bonds while applying rigorous ESG screening to filter out companies with controversial activities. Its main strengths lie in its adherence to sustainability values, the reliability of the BlackRock/iShares management team, and a high-quality portfolio composition. It serves as an excellent 'core' holding for income-focused investors who wish to align their portfolios with ESG values. Key risks include exposure to interest rate fluctuations and potential performance deviations from the broad bond market due to ESG-related exclusions. It is best suited for long-term investors monitoring the intersection of interest rate trends and the evolving ESG investment landscape.
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 | Bonds typically do not provide the capital appreciation required by growth-focused investors. |
| Momentum investor | Weak fit | Fixed income lacks the sustained price trend potential typically targeted by momentum strategies. |
| Value investor | Mixed fit | Value investors may find value in the yield, but ESG screens could exclude certain 'cheap' securities. |
| Dividend/Income investor | Strong fit | This fund provides steady interest income through a diversified basket of investment-grade bonds. |
| Low-risk investor | Strong fit | The focus on high-quality, investment-grade bonds makes this suitable for risk-averse portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking steady income and capital preservation while prioritizing ESG principles.
Suitability
Best suited for long-term investors looking for core bond exposure with an added sustainability overlay.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Bond prices fluctuate inversely with interest rates, creating moderate volatility risk. |
| Market risk | Medium | Changes in economic conditions and interest rate policy significantly affect bond valuations. |
| Concentration | Low | The fund is broadly diversified across a large number of government and corporate issuers. |
| Tracking/expense | Low | The expense ratio is low and tracking error is typically well-managed by the issuer. |
| Liquidity | Low | The underlying bond markets are deep and liquid, facilitating efficient trading. |
| Business/sector quality | Low | The fund invests primarily in high-quality, investment-grade credit. |
Risk Analysis
Volatility
EAGG exhibits volatility typical of the broad U.S. aggregate bond market, sensitive to duration and credit risk.
Market Risk
Risks include interest rate risk, credit risk, and prepayment risk inherent in the underlying bonds.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | U.S. Treasury Bonds | 42 | These holdings provide a foundation of high credit quality and relative stability to the portfolio. |
| Fixed-income type | Investment-Grade Corporate Bonds | 25 | Corporate bonds offer a yield premium over government debt, reflecting the credit risk of US issuers. |
| Fixed-income type | Mortgage-Backed Securities (MBS) | 28 | MBS exposure adds yield and diversification but introduces prepayment and extension risk. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Small cash position held for liquidity and rebalancing purposes. |
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 10.37% | Avg. Invested days 67 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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