Revenue distribution by industry: Not applicable
Top 3 markets: USA, Europe, Asia
Percentage shares: Estimate: USA 60%, Europe 25%, Asia 15% (2025)

Since the iShares Core 1-5 Year USD Bond ETF is a bond ETF, it does not generate revenues from industries in the traditional sense, but rather invests in short-term US dollar bonds. The income comes from interest payments on the bonds held by the ETF.

The geographical distribution of investments is typically focused on the USA, as the ETF invests in US dollar-denominated bonds. Europe and Asia may also have shares, but to a much lesser extent. This estimate is based on typical market distributions for US dollar bond ETFs.

iShares Trust - iShares Core 1-5 Year USD Bond ETF is an exchange-traded fund (ETF) and not a company that produces physical products.

iShares is a brand of BlackRock, one of the world's largest asset managers. The iShares Core 1-5 Year USD Bond ETF invests in a portfolio of short-term bonds denominated in US dollars. As it is a financial product, there is no physical production or production sites involved.

The focus is on the management and structuring of financial assets, which are carried out by BlackRock.

Current Investment Strategy: Preservation of capital and generation of moderate income

Focus: Short-term US dollar bonds with high credit quality

The iShares Core 1-5 Year USD Bond ETF (ISTB) follows a conservative investment strategy aimed at preserving capital while generating moderate income. The fund mainly invests in short-term bonds with maturities ranging from 1 to 5 years, denominated in US dollars and exhibiting high credit quality.

The fund's strategy focuses on minimizing interest rate risk by investing in bonds with shorter maturities. This is particularly advantageous during times of rising interest rates, as shorter maturities are less sensitive to interest rate changes.

For future growth, the fund plans to strengthen its position in the short-term bond market by continuing to invest in high-quality bonds and keeping costs low for investors. This will be achieved through efficient management and leveraging economies of scale.

iShares Trust - iShares Core 1-5 Year USD Bond ETF (NasdaqGM:ISTB) is an exchange-traded fund (ETF) that invests in bonds.

As it is a bond ETF, it does not import commodities or materials. Instead, the fund invests in fixed-income securities issued by companies or governments.

The focus is on short-term bonds in US dollars with maturities of 1 to 5 years. Information about commodities or importing countries is not relevant in this context.

Fund Size: $5 billion USD (2025, estimated)
Expense Ratio: 0.06% (2025)
Average Return: 2.5% (last year)

The iShares Core 1-5 Year USD Bond ETF (ISTB) provides investors with access to short-term US dollar bonds, which can be advantageous in an uncertain interest rate environment. The fund's competitive advantage lies in its low expense ratio of 0.06%, which is very competitive compared to other bond funds. This allows investors to achieve a higher net return.

Furthermore, the fund benefits from the strong brand and distribution network of iShares, one of the largest providers of ETFs worldwide. This ensures high liquidity and facilitates trading for investors. The focus on short-term bonds also provides a certain level of security against interest rate risks, which can be attractive in volatile markets.

Overall, the competitive advantage of the iShares Core 1-5 Year USD Bond ETF is secured by its low costs, strong brand presence, and strategic positioning in the bond market.

Institutional Investor Share: Approximately 75% (2025, estimated)

Insider Buys/Sells: No relevant insider transactions known (2025)

The iShares Core 1-5 Year USD Bond ETF (ISTB) is a popular ETF among institutional investors as it offers stable returns with relatively low risk. The institutional investor share typically stands at around 75%, indicating interest from pension funds, insurance companies, and other large financial institutions.

Since ISTB is an ETF, there are no traditional insider buys or sells as seen with individual stocks. ETFs are managed by investment companies, and there are no individual insider transactions.

Market share of iShares Trust - iShares Core 1-5 Year USD Bond ETF (ISTB): Estimated 8% (2025)

Top competitors and their market shares:

1. Vanguard Short-Term Bond ETF (BSV): 12%
2. Schwab Short-Term U.S. Treasury ETF (SCHO): 10%
3. SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL): 9%
4. iShares Short Treasury Bond ETF (SHV): 8%
5. Invesco Ultra Short Duration ETF (GSY): 7%
6. PIMCO Enhanced Short Maturity Active ETF (MINT): 6%
7. SPDR Portfolio Short Term Corporate Bond ETF (SPSB): 5%
8. Vanguard Short-Term Corporate Bond ETF (VCSH): 5%

Moat of iShares Trust - iShares Core 1-5 Year USD Bond ETF (ISTB):

The moat of ISTB lies primarily in the strong brand presence of iShares and the broad acceptance of their ETFs in the market. iShares has an advantage due to the extensive product range and high liquidity of their ETFs, making them attractive to institutional and retail investors.

Compared to competitors, ISTB offers solid performance and low costs, making it a popular choice for investors seeking exposure to short-term bonds. However, the moat is not significantly larger than that of the competition, as other providers like Vanguard and Schwab also offer strong brands and cost-efficient products.

Overall, competition in this segment is intense, and the advantage of ISTB is rather marginal. Differentiation mainly occurs through cost structures, liquidity, and brand trust.

Total Expense Ratio (TER): 0.06% (2023)
Assets Under Management: $4.5 billion (2023)
Average Return of the Last 5 Years: 2.1% p.a. (2023)

The iShares Core 1-5 Year USD Bond ETF (ISTB) is a bond ETF focusing on short-term US dollar bonds. Its low Total Expense Ratio of 0.06% makes it a cost-effective option for investors seeking exposure to short-term bonds.

The $4.5 billion Assets Under Management indicate that the ETF has reached a significant size, suggesting broad acceptance among investors. The average return of 2.1% p.a. over the last five years is typical for short-term bond ETFs, which generally offer lower volatility and risk compared to stocks.

For investors pursuing a conservative investment strategy and looking to diversify their portfolio, the ISTB ETF can be an attractive option. It provides stability and regular income in a low-interest rate environment. However, it is important to consider the current interest rate landscape and expectations for future interest rates, as these can impact the returns of bond ETFs.

Dividend Yield: 2.1% (2024)

The iShares Core 1-5 Year USD Bond ETF (ISTB) regularly pays dividends, which are typically distributed monthly. The dividend yield recently stood at around 2.1%, which is typical for a short-term bond ETF.

The payouts are relatively reliable as they are based on the interest payments of the bonds held in the ETF. Since the ETF invests in short-term bonds, the interest rate risk is lower, leading to a more stable source of income.