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- Upturn Summary
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- Fund Details
iShares Agency Bond ETF(AGZ)
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 AGZ
09/15/2026: AGZ (1-star) is a SELL. SELL for 4 days. Simulated Profits (-0.79%). Updated daily EoD!
The iShares Agency Bond ETF (AGZ) provides targeted exposure to US agency debentures, offering high credit quality through securities issued by government-sponsored enterprises. Its primary strength lies in its specialized focus, transparency, and the operational reliability of the iShares platform, making it a stable choice for income-oriented investors. AGZ serves as a defensive portfolio anchor, though investors should be mindful of interest rate sensitivity and the lack of diversification outside the agency debt sector. It is most suitable for conservative investors monitoring macroeconomic rate trends who prioritize safety and steady income over aggressive growth.
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 income and stability rather than capital appreciation. |
| Momentum investor | Weak fit | Bond ETFs rarely exhibit the sustained upward momentum characteristics sought by momentum strategies. |
| Value investor | Mixed fit | Value investors may use this to park cash in a defensive, yield-generating instrument. |
| Dividend/Income investor | Strong fit | The fund provides consistent coupon income from highly-rated agency securities. |
| Low-risk investor | Strong fit | The high credit quality of the underlying agency debt provides a relatively low-risk profile. |
Investor Profile
Ideal Investor Profile
Conservative investors or those seeking a defensive income-generating component for a diversified portfolio.
Suitability
Best for long-term investors seeking capital preservation and steady income.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As a bond fund, it is susceptible to interest rate fluctuations. |
| Market risk | Medium | Changes in broader economic conditions can affect bond prices. |
| Concentration | High | The fund is concentrated entirely in US agency debt. |
| Tracking/expense | Low | The fund maintains a low expense ratio and minimal tracking error. |
| Liquidity | Low | Agency bonds are generally highly liquid, reducing exit risk. |
| Business/sector quality | Low | The issuer quality is exceptionally high due to the nature of agency debt. |
Risk Analysis
Volatility
AGZ exhibits volatility consistent with intermediate-duration government-backed fixed income.
Market Risk
The primary risk is interest rate risk, where price discovery is sensitive to Fed policy shifts.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | US Government Agency Debentures | 98 | This exposure provides investors with high-credit-quality debt issued by US government-sponsored enterprises. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash buffer is maintained to manage liquidity and facilitate daily fund operations. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 7.16% | Avg. Invested days 81 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/15/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 15, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $631.64M |
| Issuer | iShares |
| Expense Ratio | 0.2% |
| Distribution Yield | 3.7% |
| Inception | Nov 5, 2008 |
| Index Tracked | Bloomberg US Aggregate Government – Agency |
Performance
| Period | Total Return |
|---|---|
| YTD | -0.22% |
| 1 Year | +0.92% |
| 3 Year | +4.00% |
| 5 Year | +0.90% |
| 10 Year | +1.72% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 1.77% |
| 3Y Volatility | 2.66% |
| 3Y Sharpe Ratio | -0.19 |
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 | 92.0% |
Top Holdings
| Holding | Weight |
|---|---|
| BlackRock Cash Funds Treasury SL Agency | 3.67% |
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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