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ISTB
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iShares Core 1-5 Year USD Bond (ISTB)

Upturn stock ratingUpturn stock rating
$48.63
Last Close (24-hour delay)
Profit since last BUY3.95%
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Consider higher Upturn Star rating
BUY since 140 days
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Upturn Advisory Summary

08/14/2025: ISTB (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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iShares Core 1-5 Year USD Bond

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

BlackRock is a leading global asset manager with a strong reputation and extensive experience in managing ETFs.

reliability logo Management Expertise

BlackRock's fixed-income team possesses significant expertise in bond market analysis and portfolio management.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.