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Upturn AI SWOT - About
iShares Core 1-5 Year USD Bond (ISTB)
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Upturn Advisory Summary
10/10/2025: ISTB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 10.61% | Avg. Invested days 78 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/10/2025 |
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 |
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. The fund offers exposure to a diversified portfolio of short-term, investment-grade bonds, providing a relatively stable and low-risk investment option.
Reputation and Reliability
iShares is a well-established and reputable issuer of ETFs, known for its wide range of investment products and reliable fund management.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in fixed-income investing and ETF management.
Investment Objective
Goal
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 employs a passive management strategy, aiming to replicate the performance of the ICE U.S. Treasury 1-5 Year Bond Index.
Composition The fund primarily holds U.S. government bonds, corporate bonds, and other investment-grade fixed-income securities with maturities between one and five years.
Market Position
Market Share: Data unavailable at this time.
Total Net Assets (AUM): 12540000000
Competitors
Key Competitors
- Vanguard Short-Term Bond ETF (BSV)
- Schwab Short-Term U.S. Treasury ETF (SCHO)
- SPDR Portfolio Short Term Corporate Bond ETF (SPSB)
Competitive Landscape
The short-term bond ETF market is competitive, with several large players offering similar products. ISTB's advantages include its large AUM and the backing of BlackRock. Potential disadvantages could include slightly higher expense ratios compared to some competitors, although this is marginal.
Financial Performance
Historical Performance: Historical performance data is essential for analyzing the performance of ISTB, but is unavailable at this time.
Benchmark Comparison: Data unavailable to provide a comparison of the ETF's performance versus the benchmark.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
ISTB typically exhibits high liquidity, as it has a substantial trading volume.
Bid-Ask Spread
The bid-ask spread for ISTB is generally tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation expectations, and monetary policy decisions significantly influence ISTB's performance. Rising interest rates typically lead to lower bond prices, while a stable or declining rate environment can be favorable.
Growth Trajectory
The growth trajectory of ISTB is tied to the overall demand for short-term, investment-grade fixed-income securities. Changes in the fund's strategy or holdings are publicly disclosed in its prospectuses and reports.
Moat and Competitive Advantages
Competitive Edge
iShares Core 1-5 Year USD Bond ETF benefits from a strong brand reputation and the extensive resources of BlackRock. This scale allows for efficient management and tight tracking of its target index. The ETF's low expense ratio also contributes to its competitive edge. Furthermore, its deep liquidity ensures easy trading for investors. The fund's focus on short-term bonds provides a degree of safety compared to longer-dated debt.
Risk Analysis
Volatility
ISTB typically exhibits low volatility due to its focus on short-term, investment-grade bonds.
Market Risk
The primary market risk associated with ISTB is interest rate risk. Rising interest rates can negatively impact the ETF's value.
Investor Profile
Ideal Investor Profile
ISTB is ideal for investors seeking a low-risk, short-term fixed-income investment. This includes those nearing retirement, or those looking for a safe haven for capital.
Market Risk
ISTB is best suited for long-term investors seeking stability, passive index followers, or those looking to diversify their portfolio with fixed income.
Summary
iShares Core 1-5 Year USD Bond ETF offers exposure to a diversified portfolio of short-term, investment-grade bonds. The fund is passively managed, aiming to track the performance of the ICE U.S. Treasury 1-5 Year Bond Index. ISTB is a low-risk investment suitable for investors seeking stability and income. However, it's essential to consider the potential impact of rising interest rates. With the backing of BlackRock and a competitive expense ratio, ISTB is a popular choice among conservative investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on your individual circumstances and risk tolerance.
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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