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iShares Core 1-5 Year USD Bond (ISTB)



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Upturn Advisory Summary
08/14/2025: ISTB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 10.26% | Avg. Invested days 70 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 0.44 | 52 Weeks Range 45.51 - 48.64 | Updated Date 06/29/2025 |
52 Weeks Range 45.51 - 48.64 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Core 1-5 Year USD Bond
ETF Overview
Overview
The iShares Core 1-5 Year USD Bond ETF (ISTB) seeks to track the investment results of an index composed of U.S. dollar-denominated investment-grade bonds with remaining maturities between one and five years. It provides exposure to a diversified portfolio of short-term U.S. investment-grade bonds, making it a core holding for fixed-income investors. The ETF emphasizes stability and capital preservation by focusing on shorter-term bonds.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in managing ETFs.
Management Expertise
BlackRock's fixed-income team possesses significant expertise in bond market analysis and portfolio management.
Investment Objective
Goal
Seeks to track the investment results of an index composed of U.S. dollar-denominated investment-grade bonds with remaining maturities between one and five years.
Investment Approach and Strategy
Strategy: The ETF tracks the ICE U.S. Treasury 1-5 Year Bond Index.
Composition The ETF holds a diversified portfolio of U.S. dollar-denominated investment-grade bonds with maturities between 1 and 5 years, including government, corporate, and agency bonds.
Market Position
Market Share: ISTB holds a significant market share within the short-term investment-grade bond ETF segment.
Total Net Assets (AUM): 34290000000
Competitors
Key Competitors
- SCHO
- VGSH
- BSV
Competitive Landscape
The short-term bond ETF market is competitive, with several large players. ISTB benefits from BlackRock's brand recognition and established presence. Competitors like SCHO and VGSH offer similar strategies with potentially lower expense ratios, creating price competition. ISTB's size and liquidity are advantages, but expense ratio can be a disadvantage.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Investors should review the ETF's fact sheet for detailed historical return data.
Benchmark Comparison: ISTB's performance should closely track the performance of the ICE U.S. Treasury 1-5 Year Bond Index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
ISTB exhibits high liquidity with robust average daily trading volumes, facilitating easy buying and selling.
Bid-Ask Spread
ISTB typically has a narrow bid-ask spread, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policy, and inflation expectations influence ISTB's performance. Rising interest rates generally lead to lower bond prices, while falling rates can increase bond values.
Growth Trajectory
The growth trajectory of ISTB is tied to investor demand for low-duration fixed income and the overall health of the U.S. bond market. There are no major changes to strategy or holdings.
Moat and Competitive Advantages
Competitive Edge
ISTB benefits from BlackRock's scale and brand recognition, offering a highly liquid and diversified exposure to short-term U.S. investment-grade bonds. Its low expense ratio for an iShares ETF, combined with substantial AUM, provides a competitive advantage. The fund's focus on short-term maturities reduces interest rate sensitivity, making it attractive in rising rate environments. The fund's strong tracking of its underlying index and its ease of use for institutional and retail investors contribute to its appeal.
Risk Analysis
Volatility
ISTB exhibits relatively low volatility due to its short-term maturities and investment-grade credit quality.
Market Risk
ISTB is subject to interest rate risk (rising rates can decrease bond values) and credit risk (the risk of bond issuers defaulting). However, credit risk is mitigated by the ETF's focus on investment-grade bonds.
Investor Profile
Ideal Investor Profile
ISTB is suitable for risk-averse investors seeking capital preservation and income, as well as those looking to diversify a portfolio with low-duration fixed income.
Market Risk
ISTB is best suited for long-term investors and passive index followers seeking a stable and liquid core fixed-income holding.
Summary
The iShares Core 1-5 Year USD Bond ETF (ISTB) offers exposure to a diversified portfolio of short-term, U.S. investment-grade bonds. It is designed for risk-averse investors seeking capital preservation and income. ISTB's performance is closely tied to the ICE U.S. Treasury 1-5 Year Bond Index, and its expense ratio is competitive. The ETF is highly liquid and benefits from BlackRock's strong brand and management expertise. It is a suitable core holding for diversified fixed-income portfolios.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- etf.com
- Bloomberg Terminal
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is estimated and may vary based on the source and methodology.
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.
About iShares Core 1-5 Year USD Bond
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund will invest at least 80% of its assets in the component securities of the index and TBA transactions that have economic characteristics that are substantially identical to the economic characteristics of the component securities of the index and it will invest at least 90% of its assets in fixed income securities of the types included in the index.

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