Openbookopenbook
Openbook
IBTE
+0.03 · +0.62%
£5.09 · LSE

iShares $ Treasury Bond 1-3yr UCITS ETF (IBTE) ETF Analysis | Other Bond

BlackRock Asset Management Ireland - ETF · Ireland
AUM:€1.6B
#– of – in Other Bond ETFs
ⓘ
Reward Rating
52
Moderate
2.45% 1Y return
ⓘ
Risk Rating
18
Low
Risk Assessment

Educational tool only – Scores are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

IBTE returned +2.5% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.10% — among the lowest available for this category.

What is IBTE?

iShares $ Treasury Bond 1-3yr UCITS ETF EUR Hedged (Acc) tracks Morningstar US 1-3 Yr Govt Bd TR USD, providing diversified exposure across 1 holdings. Its ongoing charge is 0.10%.

Performance Highlights

Investment Breakdown

Modest 1-Year Return
IBTE returned 2.5% over the past year.
Ultra-Low Ongoing Charge
Ongoing charge of 0.10% — among the lowest available. Low costs compound favourably over long holding periods.
Broadly Diversified
Top 10 holdings represent just 0.2% of the ETF — exposure spread across many positions.
AI Brief Pro

The brief on iShares $ Treasury Bond 1-3yr UCITS ETF

The story behind the price, the case for and against, and what could go wrong. Open a part to read it.

Openbook Analysis

Performance: Moderate (52)

The scoring profile reflects moderate historical performance, with a 2.5% 1-year return (historical). The ongoing charge of 0.10% is very competitive. Risk indicators are low, suggesting below-average volatility (historical).

For informational and educational purposes only. Not financial advice. Past performance is not indicative of future results.

ETF Information
AUM€1.6B
Ongoing Charge0.10%
Dividend Yield0.00%
Holdings1
Inception DateApr 2018
DomicileIreland
DistributionNA
IndexMorningstar US 1-3 Yr Govt Bd TR USD
ProviderBlackRock Asset Management Ireland - ETF
Beta–
CategoryOther Bond
CurrencyEUR
Top holdings
  • ICS USD LIQ-AGNCY DIS (IE00B50QMP13)0.15%
Portfolio Impact

How would IBTE affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Sign in
Example preview
6168
+7 points · better diversified
Alternatives
Similar ETFs to compare
CSP1
iShares Core S&P 500
TER 0.07%
1Y+18.1%
AUM£78B
Yield1.3%
VUAG
Vanguard S&P 500 Acc
TER 0.07%
1Y+18.0%
AUM£12B
Yield—
SWDA
iShares MSCI World
TER 0.20%
1Y+15.4%
AUM£62B
Yield1.6%
VWRP
Vanguard FTSE All-World
TER 0.22%
1Y+14.8%
AUM£14B
Yield1.8%
Openbook price history2018-04-12 — 2026-09-14Daily adjusted close · 2,128 observations · source quote units
Customise chart
Studies, appearance & dates

Price & display

Indicators

Wilder-smoothed relative strength, with 30 / 70 reference levels.

Periods count trading sessions. Studies use all loaded observations before zooming; short histories may not have enough data. Settings are remembered on this browser. Sign in to keep them on your account.

Date range

Drag to zoom · Shift-drag to pan · Use the navigator to explore the complete history.

Chart tools
Comparisons & portfolio
My Portfolio

Sign in to overlay your portfolio on the chart.

Sign in
Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)

Performance Metrics

Historical returns

6M
-0.5%
1Y
+0.1%
3Y
+7.1%
5Y
-0.1%
OpenBook InsightIf you had invested £10,000 in IBTE 5 years ago, it would have fallen to £9,989 — a loss of £11.

Annual Returns

Calendar year performance

IBTE delivered positive returns in 3 of the last 5 calendar years.
YearIBTE
2026 YTD-0.5%
2025+2.8%
2024+2.4%
2023+2.0%
2022-5.7%
CAGR 4yr+0.3%
3/5 positive yearsAvg return: +0.2%Worst year: -5.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
1.3%
Low
Momentum
-0.4%
30-day change
Support Level
5.06
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.

Reward Rating Breakdown

Our reward rating analyses IBTE's attractiveness using 4 weighted factors. Each factor is scored 0-100, then combined using the weights shown below. Past performance does not guarantee future results.

Overall Reward Rating
52
Moderate REWARD
Data Coverage: %
Factor Framework
Performance
Has the ETF delivered strong historical returns versus similar ETFs?
Cost Efficiency
Is the ETF cheap to own over long periods?
Income
Does it provide attractive and consistent distributions?
Diversification Quality
Does it spread exposure across holdings, sectors, and regions?
Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Past performance is not indicative of future results.

Risk Rating Breakdown

Our risk rating analyses IBTE using 4 weighted factors. A higher score indicates higher risk. This is a framework for understanding exposure — concentrated funds can still be doing exactly what they're meant to do.

Overall Risk Rating
18
Low RISK
Data Coverage: 42%
Factor Framework
Holdings Concentration
How much of the fund sits in its largest positions? Few dominant names mean returns ride on those companies.
Market Exposure
Geographic, sector and cyclical dependencies. High single-country or single-sector weight increases macro sensitivity.
Volatility
Historical price movement, beta and drawdowns — how sharply the fund moves relative to the market.
Income Reliability
How dependable the distribution yield is — cyclical-sector dependency and unusually high yields can flag payout risk.
Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Risk scoring is model-based and past data does not guarantee future results.
openbook

Stock research for UK and US investors. Make smarter decisions, faster.

Questions? Email us at contact@openbookanalytics.com

© 2026 Openbook Analytics Ltd · Company No. SC843579 · Registered in Scotland

256-bit encryption GDPR compliant UK data centres

Openbook Analytics Ltd (Company No. SC843579) is registered in Scotland. Registered office: Strathclyde Inspire Hub, University of Strathclyde, Graham Hills Building (Level 6), 50 Richmond Street, Glasgow, G1 1XP. Openbook Analytics is not authorised or regulated by the Financial Conduct Authority (FCA). The content on this platform is provided for general informational and educational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of advice. You should not treat any content on this platform as a recommendation to buy, sell, or hold any financial instrument. Past performance is not a reliable indicator of future results. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. User-generated content, including community posts and commentary, reflects the personal opinions of individual users, is not verified for accuracy, and does not represent the views of Openbook Analytics Ltd. You should always conduct your own research or consult a qualified, FCA-regulated financial adviser before making investment decisions. Data displayed on this platform may be delayed or inaccurate and is provided "as is" without warranty. Openbook Analytics Ltd accepts no liability for any loss arising from reliance on the information provided.