Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
iShares Core 1-5 Year USD Bond(ISTB)
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 ISTB
10/28/2026: ISTB (2-star) is currently NOT-A-BUY. Pass it for now.
ISTB is a broadly diversified, low-cost ETF that provides exposure to U.S. investment-grade bonds with maturities between 1 and 5 years. It achieves this by tracking an index of both U.S. Treasuries and high-quality corporate debt, offering a balance between yield and relative safety. The fund is well-suited for investors seeking a core fixed-income holding with low volatility and high liquidity. Key risks to monitor include interest rate movements and changes in corporate credit spreads. It is an excellent fit for income-focused or conservative portfolios requiring short-duration stability.
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 capital preservation and income rather than aggressive capital appreciation. |
| Momentum investor | Weak fit | Short-term bonds generally lack the high-beta profile momentum traders seek. |
| Value investor | Mixed fit | Value investors may use this to park capital while waiting for better opportunities elsewhere in the market. |
| Dividend/Income investor | Strong fit | The fund provides a reliable stream of interest income consistent with current short-term interest rates. |
| Low-risk investor | Strong fit | The short duration and high credit quality make this an ideal choice for investors seeking lower portfolio volatility. |
Investor Profile
Ideal Investor Profile
Conservative investors looking for capital preservation, liquidity, and a modest yield.
Suitability
Primarily suitable for long-term passive index followers seeking a stable core income allocation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | Short-term bonds have lower interest rate sensitivity compared to long-term bonds. |
| Market risk | Medium | General fluctuations in the interest rate environment impact the market price of the fund. |
| Concentration | Low | The fund is highly diversified across hundreds of individual government and corporate securities. |
| Tracking/expense | Low | The fund's extremely low expense ratio and efficient management keep tracking error minimal. |
| Liquidity | Low | High trading volumes allow for efficient execution without significantly impacting price. |
| Business/sector quality | Low | The fund focuses on investment-grade and government securities, reducing credit default risk. |
Risk Analysis
Volatility
ISTB displays low historical volatility, typical of its short-duration mandate.
Market Risk
Primary risks include interest rate risk and credit spread volatility in the corporate component.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | U.S. Treasury Bonds | 65 | These government-backed securities provide high credit quality and relative safety to the portfolio. |
| Fixed-income type | Investment-Grade Corporate Bonds | 30 | Corporate debt provides a yield enhancement over Treasuries while maintaining investment-grade credit status. |
| Fixed-income type | Agency Debt | 4 | These debt obligations of federal agencies offer additional diversification and liquidity. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Minor cash holdings are maintained for liquidity and to manage daily fund flows. |
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 11.35% | Avg. Invested days 102 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.