ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
ISTB Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 4.24% | 3.93% | 3.60% | 1.88% | 2.97% | 2.28% | 2.69% | 1.99% |
| Sharpe Ratio | 3.19 | 2.14 | 2.52 | 0.67 | 2.12 | 0.90 | 2.08 | 0.81 |
| Max Drawdown | -0.66% | -1.26% | -1.29% | -9.34% | -4.48% | -9.34% | -4.48% | -9.34% |
| % Time Invested | 90.1% | 100.0% | 67.5% | 100.0% | 71.4% | 100.0% | 66.0% | 100.0% |
| Trades / Year | 9.0 | 0.0 | 6.6 | 0.0 | 6.1 | 0.0 | 6.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-27 | Open | Open | 33% | $48.55 | $48.39 | -0.33% | Mark-to-Market |
| 2026-03-20 | Open | Interest | 34% | $1.00 | $1.00 | 0.47% | Mark-to-Market |
| 2026-03-16 | Open | Interest | 33% | $1.00 | $1.00 | 0.54% | Mark-to-Market |
| 2026-03-17 | 2026-04-27 | Interest | 33% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2026-03-05 | 2026-03-20 | Completed | 34% | $48.49 | $48.21 | -0.60% | Signal |
| 2026-02-19 | 2026-03-17 | Completed | 33% | $48.56 | $48.38 | -0.36% | Signal |
| 2025-04-11 | 2026-03-16 | Completed | 33% | $46.02 | $48.35 | 5.07% | Signal |
| 2026-02-10 | 2026-03-05 | Interest | 34% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2026-01-27 | 2026-02-19 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2026-01-05 | 2026-02-10 | Completed | 34% | $48.25 | $48.52 | 0.56% | Signal |
| 2025-12-15 | 2026-01-27 | Completed | 33% | $48.10 | $48.29 | 0.39% | Signal |
| 2025-11-21 | 2026-01-05 | Interest | 34% | $1.00 | $1.00 | 0.45% | Interest Income |
| 2025-11-17 | 2025-12-15 | Interest | 33% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2025-07-08 | 2025-11-21 | Completed | 34% | $46.83 | $48.01 | 2.52% | Signal |
| 2025-11-04 | 2025-11-17 | Completed | 33% | $47.85 | $47.89 | 0.08% | Signal |
| 2025-10-13 | 2025-11-04 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2025-06-20 | 2025-10-13 | Completed | 33% | $46.66 | $47.81 | 2.45% | Signal |
| 2025-06-12 | 2025-07-08 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-05-28 | 2025-06-20 | Interest | 33% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2025-06-10 | 2025-06-12 | Completed | 34% | $46.55 | $46.66 | 0.25% | Signal |
| 2025-05-16 | 2025-06-10 | Interest | 34% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2025-05-09 | 2025-05-28 | Completed | 33% | $46.38 | $46.46 | 0.17% | Signal |
| 2025-02-25 | 2025-05-16 | Completed | 34% | $45.86 | $46.41 | 1.20% | Signal |
| 2025-04-16 | 2025-05-09 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-02-05 | 2025-04-16 | Completed | 33% | $45.69 | $46.18 | 1.07% | Signal |
| 2025-01-02 | 2025-04-11 | Interest | 33% | $1.00 | $1.01 | 1.17% | Interest Income |
| 2024-10-30 | 2025-02-25 | Interest | 34% | $1.00 | $1.01 | 1.36% | Interest Income |
| 2025-01-02 | 2025-02-05 | Interest | 33% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2024-12-12 | 2025-01-02 | Completed | 33% | $45.44 | $45.35 | -0.19% | Signal |
| 2024-08-01 | 2025-01-02 | Completed | 33% | $44.75 | $45.35 | 1.36% | Signal |
| 2024-10-16 | 2024-12-12 | Interest | 33% | $1.00 | $1.01 | 0.67% | Interest Income |
| 2024-06-07 | 2024-10-30 | Completed | 34% | $43.80 | $45.19 | 3.17% | Signal |
| 2024-05-20 | 2024-10-16 | Completed | 33% | $43.69 | $45.40 | 3.91% | Signal |
| 2024-05-10 | 2024-08-01 | Interest | 33% | $1.00 | $1.01 | 0.95% | Interest Income |
| 2024-02-26 | 2024-06-07 | Interest | 34% | $1.00 | $1.01 | 1.24% | Interest Income |
| 2024-04-08 | 2024-05-20 | Interest | 33% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2024-01-02 | 2024-05-10 | Completed | 33% | $43.37 | $43.59 | 0.50% | Signal |
| 2024-03-26 | 2024-04-08 | Completed | 33% | $43.55 | $43.45 | -0.23% | Signal |
| 2024-02-08 | 2024-03-26 | Interest | 33% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2023-11-28 | 2024-02-26 | Completed | 34% | $42.52 | $43.35 | 1.95% | Signal |
| 2023-11-14 | 2024-02-08 | Completed | 33% | $42.38 | $43.43 | 2.49% | Signal |
| 2023-07-14 | 2024-01-02 | Interest | 33% | $1.00 | $1.02 | 2.00% | Interest Income |
| 2023-06-01 | 2023-11-28 | Interest | 34% | $1.00 | $1.02 | 2.07% | Interest Income |
| 2023-08-15 | 2023-11-14 | Interest | 33% | $1.00 | $1.01 | 1.13% | Interest Income |
| 2023-08-03 | 2023-08-15 | Completed | 33% | $41.88 | $41.88 | 0.00% | Signal |
| 2023-05-24 | 2023-08-03 | Interest | 33% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2023-02-15 | 2023-07-14 | Completed | 33% | $41.38 | $42.10 | 1.74% | Signal |
| 2023-04-11 | 2023-06-01 | Completed | 34% | $42.02 | $42.03 | 0.02% | Signal |
| 2023-03-27 | 2023-05-24 | Completed | 33% | $41.91 | $41.97 | 0.16% | Signal |
| 2023-03-02 | 2023-04-11 | Interest | 34% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2023-02-22 | 2023-03-27 | Interest | 33% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2022-12-05 | 2023-03-02 | Completed | 34% | $41.29 | $41.12 | -0.43% | Signal |
| 2022-11-18 | 2023-02-22 | Completed | 33% | $40.93 | $41.29 | 0.89% | Signal |
| 2021-09-15 | 2023-02-15 | Interest | 33% | $1.00 | $1.04 | 3.84% | Interest Income |
| 2022-09-09 | 2022-12-05 | Interest | 34% | $1.00 | $1.01 | 0.90% | Interest Income |
| 2022-08-30 | 2022-11-18 | Interest | 33% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2022-08-16 | 2022-09-09 | Completed | 34% | $41.81 | $41.39 | -1.01% | Signal |
| 2022-07-26 | 2022-08-30 | Completed | 33% | $41.74 | $41.46 | -0.68% | Signal |
| 2021-07-06 | 2022-08-16 | Interest | 34% | $1.00 | $1.02 | 2.27% | Interest Income |
| 2022-06-10 | 2022-07-26 | Interest | 33% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2022-06-08 | 2022-06-10 | Completed | 33% | $41.76 | $41.51 | -0.59% | Signal |
| 2021-09-27 | 2022-06-08 | Interest | 33% | $1.00 | $1.01 | 1.41% | Interest Income |
| 2021-09-23 | 2021-09-27 | Completed | 33% | $44.21 | $44.13 | -0.18% | Signal |
| 2021-08-19 | 2021-09-23 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2021-08-18 | 2021-09-15 | Completed | 33% | $44.22 | $44.29 | 0.15% | Signal |
| 2021-07-27 | 2021-08-19 | Completed | 33% | $44.27 | $44.22 | -0.10% | Signal |
| 2021-04-07 | 2021-08-18 | Interest | 33% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2021-06-24 | 2021-07-27 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2021-05-12 | 2021-07-06 | Completed | 34% | $44.10 | $44.17 | 0.17% | Signal |
| 2021-04-23 | 2021-06-24 | Completed | 33% | $44.10 | $44.12 | 0.04% | Signal |
| 2021-03-03 | 2021-05-12 | Interest | 34% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2021-03-01 | 2021-04-23 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2020-04-13 | 2021-04-07 | Completed | 33% | $42.84 | $44.00 | 2.71% | Signal |
| 2020-12-03 | 2021-03-03 | Completed | 34% | $44.00 | $44.07 | 0.16% | Signal |
| 2020-11-25 | 2021-03-01 | Completed | 33% | $43.95 | $44.05 | 0.24% | Signal |
| 2020-10-21 | 2020-12-03 | Interest | 34% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2020-11-03 | 2020-11-25 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-10-27 | 2020-11-03 | Completed | 33% | $43.83 | $43.78 | -0.11% | Signal |
| 2020-10-05 | 2020-10-27 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-04-30 | 2020-10-21 | Completed | 34% | $42.90 | $43.83 | 2.16% | Signal |
| 2020-04-16 | 2020-10-05 | Completed | 33% | $42.86 | $43.80 | 2.20% | Signal |
| 2020-03-17 | 2020-04-30 | Interest | 34% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2020-03-17 | 2020-04-16 | Interest | 33% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2020-03-19 | 2020-04-13 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2019-02-01 | 2020-03-19 | Completed | 33% | $40.24 | $40.72 | 1.20% | Stop |
| 2019-12-30 | 2020-03-17 | Completed | 34% | $42.10 | $41.48 | -1.48% | Stop |
| 2019-12-10 | 2020-03-17 | Completed | 33% | $41.97 | $41.48 | -1.17% | Stop |
| 2019-11-15 | 2019-12-30 | Interest | 34% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2019-11-06 | 2019-12-10 | Interest | 33% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2019-11-08 | 2019-11-15 | Completed | 34% | $41.84 | $41.93 | 0.22% | Signal |
| 2019-10-17 | 2019-11-08 | Interest | 34% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2019-10-15 | 2019-11-06 | Completed | 33% | $41.88 | $41.89 | 0.02% | Signal |
| 2018-12-19 | 2019-10-17 | Completed | 34% | $39.77 | $41.90 | 5.35% | Signal |
| 2019-09-23 | 2019-10-15 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2019-05-30 | 2019-09-23 | Completed | 33% | $41.04 | $41.80 | 1.85% | Signal |
| 2019-05-07 | 2019-05-30 | Interest | 33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2018-12-07 | 2019-05-07 | Completed | 33% | $39.61 | $40.84 | 3.09% | Signal |
| 2017-10-31 | 2019-02-01 | Interest | 33% | $1.00 | $1.04 | 3.54% | Interest Income |
| 2018-09-21 | 2018-12-19 | Interest | 34% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2018-09-17 | 2018-12-07 | Interest | 33% | $1.00 | $1.01 | 0.70% | Interest Income |
| 2018-08-24 | 2018-09-21 | Completed | 34% | $39.52 | $39.43 | -0.22% | Signal |
| 2018-08-20 | 2018-09-17 | Completed | 33% | $39.53 | $39.45 | -0.20% | Signal |
| 2018-07-18 | 2018-08-24 | Interest | 34% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2018-07-03 | 2018-08-20 | Interest | 33% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2018-07-02 | 2018-07-18 | Completed | 34% | $39.32 | $39.35 | 0.08% | Signal |
| 2018-06-12 | 2018-07-03 | Completed | 33% | $39.22 | $39.29 | 0.17% | Signal |
| 2017-10-06 | 2018-07-02 | Interest | 34% | $1.00 | $1.02 | 1.96% | Interest Income |
| 2017-09-28 | 2018-06-12 | Interest | 33% | $1.00 | $1.02 | 1.85% | Interest Income |
| 2017-05-10 | 2017-10-31 | Completed | 33% | $39.20 | $39.61 | 1.02% | Signal |
| 2017-08-17 | 2017-10-06 | Completed | 34% | $39.54 | $39.56 | 0.05% | Signal |
| 2017-08-02 | 2017-09-28 | Completed | 33% | $39.52 | $39.57 | 0.12% | Signal |
| 2017-07-17 | 2017-08-17 | Interest | 34% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2017-07-03 | 2017-08-02 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2017-04-25 | 2017-07-17 | Completed | 34% | $39.21 | $39.42 | 0.55% | Signal |
| 2017-06-16 | 2017-07-03 | Completed | 33% | $39.38 | $39.35 | -0.06% | Signal |
| 2017-05-24 | 2017-06-16 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2017-04-10 | 2017-05-24 | Completed | 33% | $39.10 | $39.30 | 0.52% | Signal |
| 2016-11-17 | 2017-05-10 | Interest | 33% | $1.00 | $1.01 | 1.12% | Interest Income |
| 2017-03-20 | 2017-04-25 | Interest | 34% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2017-03-09 | 2017-04-10 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2017-02-01 | 2017-03-20 | Completed | 34% | $38.89 | $38.94 | 0.13% | Signal |
| 2017-01-13 | 2017-03-09 | Completed | 33% | $38.91 | $38.84 | -0.16% | Signal |
| 2016-09-15 | 2017-02-01 | Interest | 34% | $1.00 | $1.01 | 0.80% | Interest Income |
| 2016-09-08 | 2017-01-13 | Interest | 33% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2016-04-25 | 2016-11-17 | Completed | 33% | $38.51 | $38.77 | 0.67% | Signal |
| 2016-02-24 | 2016-09-15 | Completed | 34% | $38.13 | $38.98 | 2.22% | Signal |
| 2016-06-28 | 2016-09-08 | Completed | 33% | $38.91 | $39.09 | 0.46% | Signal |
| 2016-06-06 | 2016-06-28 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2016-02-01 | 2016-06-06 | Completed | 33% | $38.07 | $38.74 | 1.77% | Signal |
| 2015-07-06 | 2016-04-25 | Interest | 33% | $1.00 | $1.02 | 1.68% | Interest Income |
| 2015-11-10 | 2016-02-24 | Interest | 34% | $1.00 | $1.01 | 0.59% | Interest Income |
| 2015-11-09 | 2016-02-01 | Interest | 33% | $1.00 | $1.00 | 0.48% | Interest Income |
| 2015-10-21 | 2015-11-10 | Completed | 34% | $38.29 | $38.05 | -0.63% | Signal |
| 2015-10-26 | 2015-11-09 | Completed | 33% | $38.28 | $38.07 | -0.57% | Signal |
| 2015-10-02 | 2015-10-26 | Interest | 33% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2015-05-28 | 2015-10-21 | Interest | 34% | $1.00 | $1.01 | 0.90% | Interest Income |
| 2015-09-23 | 2015-10-02 | Completed | 33% | $38.14 | $38.20 | 0.16% | Signal |
| 2015-05-11 | 2015-09-23 | Interest | 33% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2015-04-06 | 2015-07-06 | Completed | 33% | $38.11 | $38.05 | -0.17% | Signal |
| 2015-04-09 | 2015-05-28 | Completed | 34% | $38.03 | $38.05 | 0.06% | Signal |
| 2015-03-30 | 2015-05-11 | Completed | 33% | $38.04 | $37.98 | -0.18% | Signal |
| 2015-03-13 | 2015-04-09 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2013-06-06 | 2015-04-06 | Interest | 33% | $1.00 | $1.05 | 4.62% | Interest Income |
| 2015-02-26 | 2015-03-30 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2015-01-29 | 2015-03-13 | Completed | 34% | $37.91 | $37.91 | 0.00% | Signal |
| 2015-01-15 | 2015-02-26 | Completed | 33% | $37.88 | $37.88 | 0.00% | Signal |
| 2014-12-02 | 2015-01-29 | Interest | 34% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2014-11-17 | 2015-01-15 | Interest | 33% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2014-11-04 | 2014-12-02 | Completed | 34% | $37.67 | $37.70 | 0.07% | Signal |
| 2014-10-21 | 2014-11-17 | Completed | 33% | $37.85 | $37.66 | -0.49% | Signal |
| 2014-06-24 | 2014-11-04 | Interest | 34% | $1.00 | $1.01 | 0.90% | Interest Income |
| 2014-09-11 | 2014-10-21 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2014-08-27 | 2014-09-11 | Completed | 33% | $37.62 | $37.56 | -0.16% | Signal |
| 2014-06-16 | 2014-08-27 | Interest | 33% | $1.00 | $1.01 | 0.50% | Interest Income |
| 2014-05-28 | 2014-06-24 | Completed | 34% | $37.59 | $37.56 | -0.07% | Signal |
| 2014-05-19 | 2014-06-16 | Completed | 33% | $37.56 | $37.43 | -0.35% | Signal |
| 2014-03-18 | 2014-05-28 | Interest | 34% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2014-03-10 | 2014-05-19 | Interest | 33% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2014-03-10 | 2014-03-18 | Completed | 34% | $37.38 | $37.38 | -0.00% | Signal |
| 2014-02-19 | 2014-03-10 | Completed | 33% | $37.46 | $37.38 | -0.22% | Signal |
| 2013-12-09 | 2014-03-10 | Interest | 34% | $1.00 | $1.01 | 0.67% | Interest Income |
| 2013-11-22 | 2014-02-19 | Interest | 33% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2013-10-16 | 2013-12-09 | Completed | 34% | $37.13 | $37.24 | 0.30% | Signal |
| 2013-10-02 | 2013-11-22 | Completed | 33% | $37.23 | $37.40 | 0.46% | Signal |
| 2013-06-17 | 2013-10-16 | Interest | 34% | $1.00 | $1.01 | 0.89% | Interest Income |
| 2013-08-19 | 2013-10-02 | Interest | 33% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2013-07-31 | 2013-08-19 | Completed | 33% | $37.11 | $36.98 | -0.36% | Signal |
| 2013-06-05 | 2013-07-31 | Interest | 33% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2013-05-10 | 2013-06-17 | Completed | 34% | $37.45 | $37.28 | -0.46% | Signal |
| 2013-06-04 | 2013-06-06 | Completed | 33% | $37.17 | $37.24 | 0.18% | Signal |
| 2013-05-10 | 2013-06-05 | Completed | 33% | $37.45 | $37.08 | -1.00% | Signal |
| 2013-05-08 | 2013-06-04 | Interest | 33% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2013-05-08 | 2013-05-10 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2013-05-08 | 2013-05-10 | Interest | 34% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
