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Upturn AI Summary
iShares Core Total USD Bond Market ETF(IUSB)
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 IUSB
09/28/2026: IUSB (2-star) is currently NOT-A-BUY. Pass it for now.
IUSB provides broad exposure to the total U.S. investment-grade bond market by tracking the Bloomberg U.S. Universal Bond Index, which includes Treasuries, agency MBS, and corporate bonds. Its main strengths include low-cost passive management, excellent liquidity, and a 'universal' mandate that offers wider coverage than traditional aggregate bond funds. It is primarily used as a stable core holding to mitigate equity market risk. Key risks include interest rate sensitivity and the erosion of real returns by inflation. It is an ideal fit for long-term income-oriented investors looking for a diversified, set-and-forget fixed-income component.
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 the capital appreciation sought by growth investors. |
| Momentum investor | Weak fit | Bond ETFs typically lack the sustained high-volatility trends that momentum traders look for. |
| Value investor | Mixed fit | Value investors may use this to hedge against equity market volatility rather than as a core value play. |
| Dividend/Income investor | Strong fit | The fund provides consistent interest income from a diversified pool of high-quality debt instruments. |
| Low-risk investor | Strong fit | As a broad-market bond fund, it provides essential diversification and lower volatility compared to equity-only portfolios. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking a core bond holding for portfolio diversification and steady income.
Suitability
Best suited for passive index followers who want broad bond market exposure without individual bond selection.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | While less volatile than stocks, bond prices fluctuate inversely with interest rates. |
| Market risk | Medium | Changes in economic conditions and interest rates impact the total value of the fund. |
| Concentration | Low | The fund is highly diversified across thousands of individual bond issues. |
| Tracking/expense | Low | The low expense ratio and passive management ensure close alignment with the benchmark. |
| Liquidity | Low | The underlying assets are highly liquid, allowing for efficient fund trading. |
| Business/sector quality | Low | The fund primarily holds investment-grade debt, reducing credit default risk. |
Risk Analysis
Volatility
IUSB experiences moderate volatility compared to equities, primarily driven by interest rate movements.
Market Risk
The fund is subject to systematic risk, including interest rate risk, inflation risk, and general credit market fluctuations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | U.S. Treasury Bonds | 45 | These holdings provide high liquidity and serve as a low-risk ballast for the portfolio. |
| Fixed-income type | Investment Grade Corporate Bonds | 25 | Corporate bonds offer additional yield over government debt for a moderate increase in credit risk. |
| Fixed-income type | Agency Mortgage-Backed Securities (MBS) | 28 | MBS provide exposure to the residential housing market backed by government agencies. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Small cash position held for fund liquidity and operational rebalancing needs. |
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 5.85% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $47.83B |
| Issuer | iShares |
| Expense Ratio | 0.06% |
| Distribution Yield | 4.29% |
| Inception | Jun 10, 2014 |
Performance
| Period | Total Return |
|---|---|
| YTD | -1.86% |
| 1 Year | -0.61% |
| 3 Year | +4.61% |
| 5 Year | -0.23% |
| 10 Year | +1.51% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 3.12% |
| 3Y Volatility | 5.37% |
| 3Y Sharpe Ratio | 0.01 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Benchmark | BBgBarc US Agg Bond TR USD |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 1.1% |
Top Holdings
| Holding | Weight |
|---|---|
| BlackRock Liquidity Funds - TempCash | 4.49% |
Upturn AI Summary
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.
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