Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares Agency Bond ETF (AGZ)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: AGZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 3.55% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 47025 | Beta 0.48 | 52 Weeks Range 103.08 - 109.52 | Updated Date 04/2/2025 |
52 Weeks Range 103.08 - 109.52 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Agency Bond ETF
ETF Overview
Overview
The iShares Agency Bond ETF (AGZ) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade agency bonds. It provides exposure to debt securities issued by U.S. government agencies and government-sponsored enterprises.
Reputation and Reliability
BlackRock is one of the largest asset managers globally, with a strong reputation and track record in the ETF market.
Management Expertise
BlackRock has extensive experience and expertise in managing fixed-income ETFs.
Investment Objective
Goal
The fund seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade agency bonds.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of its underlying index.
Composition The ETF holds a portfolio of U.S. dollar-denominated, investment-grade agency bonds.
Market Position
Market Share: AGZ holds a significant market share within the agency bond ETF sector.
Total Net Assets (AUM): 3602000000
Competitors
Key Competitors
- Invesco BulletShares USD Investment Grade Corporate Bond ETF (BSCI)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
- Vanguard Total Bond Market ETF (BND)
Competitive Landscape
The agency bond ETF market includes various players. AGZ's large AUM and BlackRock's reputation offer advantages. Competitors may offer lower expense ratios or slightly different index tracking.
Financial Performance
Historical Performance: Historical performance varies based on interest rate movements and economic conditions.
Benchmark Comparison: The ETF's performance closely tracks its underlying index, reflecting its passive management strategy.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
The ETF generally exhibits good liquidity with healthy average daily trading volume.
Bid-Ask Spread
The ETF generally maintains a tight bid-ask spread, indicating ease of trading.
Market Dynamics
Market Environment Factors
Interest rate changes, economic growth, inflation expectations, and government policy affect AGZ.
Growth Trajectory
AGZ's growth is tied to demand for fixed-income investments and the overall size of the agency bond market. No major changes to its strategy.
Moat and Competitive Advantages
Competitive Edge
AGZ benefits from BlackRock's scale, brand recognition, and established relationships. It offers a low-cost, passively managed exposure to U.S. agency bonds. The ETF provides diversification within the fixed-income space. Its simplicity and transparency make it an appealing choice for many investors.
Risk Analysis
Volatility
AGZ's volatility is generally low compared to equity ETFs but is subject to interest rate risk.
Market Risk
The primary market risk is interest rate risk; rising rates can negatively impact bond values.
Investor Profile
Ideal Investor Profile
AGZ is suitable for risk-averse investors seeking income and diversification within a fixed-income portfolio.
Market Risk
AGZ is best suited for long-term investors and passive index followers.
Summary
The iShares Agency Bond ETF (AGZ) offers a low-cost, diversified exposure to U.S. agency bonds. It's passively managed and aims to track its underlying index effectively. AGZ is suitable for risk-averse investors looking for stable income and diversification. However, it is subject to interest rate risk. Its large AUM and BlackRock's reputation provide a competitive edge.
Similar Companies
- BND
- AGG
- SPAB
- GOVT
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
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.
About iShares Agency Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the agency sector of the U.S. government bond market and is composed of investment-grade U.S. dollar-denominated publicly-issued government agency bonds or debentures. The fund will invest at least 80% of its assets in the component securities of the index and TBAs that have economic characteristics that are substantially identical to the economic characteristics of the component securities of the index.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.