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Upturn AI SWOT - About
iShares Core 10+ Year USD Bond ETF (ILTB)
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Upturn Advisory Summary
04/01/2025: ILTB (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -3.39% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 68696 | Beta 1.99 | 52 Weeks Range 45.59 - 52.84 | Updated Date 04/2/2025 |
52 Weeks Range 45.59 - 52.84 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Core 10+ Year USD Bond ETF
ETF Overview
Overview
The iShares Core 10+ Year USD Bond ETF (ILTB) seeks to track the investment results of an index composed of U.S. dollar-denominated investment-grade bonds with remaining maturities greater than ten years. Its primary focus is on providing exposure to long-term U.S. Treasury, government-related, and corporate bonds.
Reputation and Reliability
iShares, managed by BlackRock, is a reputable and reliable ETF issuer with a long track record and a wide range of ETF offerings.
Management Expertise
BlackRock possesses extensive experience and expertise in managing fixed-income investments and ETFs.
Investment Objective
Goal
The primary investment goal of ILTB is to track the investment results of an index composed of U.S. dollar-denominated investment-grade bonds with remaining maturities greater than ten years.
Investment Approach and Strategy
Strategy: ILTB aims to track the ICE US Treasury 10+ Year Bond Index.
Composition The ETF holds a portfolio of long-term U.S. Treasury, government-related, and corporate bonds that are investment grade.
Market Position
Market Share: ILTB has a significant market share within the long-term U.S. Treasury bond ETF category.
Total Net Assets (AUM): 420000000
Competitors
Key Competitors
- Vanguard Extended Duration Treasury ETF (EDV)
- SPDR Portfolio Long Term Treasury ETF (SPTL)
- PIMCO 25+ Year Zero Coupon US Treasury Index ETF (ZROZ)
Competitive Landscape
The long-term Treasury ETF market is competitive. ILTB offers a balance between AUM and liquidity. EDV is more duration-focused, ZROZ invests in zero-coupon bonds, and SPTL is a low-cost alternative, providing investors with choices depending on risk tolerance and yield expectations.
Financial Performance
Historical Performance: Historical performance data requires specific dates to be relevant and updated and is therefore excluded.
Benchmark Comparison: Benchmark comparison requires specific timeframes and is therefore excluded.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The average trading volume for ILTB is relatively high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for ILTB is typically tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation rates, interest rate movements, and overall economic growth prospects significantly impact ILTB's performance; rising interest rates tend to negatively affect bond values.
Growth Trajectory
ILTB's growth is largely determined by investor sentiment towards long-term bonds and the overall interest rate environment; strategy changes are infrequent due to its index-tracking nature.
Moat and Competitive Advantages
Competitive Edge
ILTB benefits from the strong brand recognition and distribution network of iShares (BlackRock). Its low expense ratio of 0.03% provides a cost advantage. Its diversified portfolio of U.S. dollar-denominated investment-grade bonds is another advantage. The large AUM provides high liquidity, appealing to larger institutional investors.
Risk Analysis
Volatility
ILTB's volatility is relatively high compared to shorter-term bond ETFs, due to its long-term maturity focus; changes in interest rates have a greater impact.
Market Risk
ILTB is subject to interest rate risk (rising rates decrease bond values) and credit risk (though minimal due to its investment-grade focus), as well as inflation risk.
Investor Profile
Ideal Investor Profile
The ideal investor for ILTB is one seeking long-term capital appreciation and income with a higher risk tolerance related to interest rate sensitivity; those who are looking for stability in their portfolio.
Market Risk
ILTB is more suitable for long-term investors seeking to diversify their bond holdings, rather than active traders due to the long-term nature of the underlying bonds.
Summary
The iShares Core 10+ Year USD Bond ETF (ILTB) offers exposure to a diversified portfolio of long-term U.S. investment-grade bonds. Managed by BlackRock, it benefits from a low expense ratio and high liquidity. It is subject to interest rate risk and is best suited for long-term investors seeking income and diversification. ILTB is a good option for investors who believe that interest rates will remain stable or decline, leading to bond price appreciation.
Similar Companies
EDV
Vanguard Extended Duration Treasury Index Fund ETF Shares
EDV
Vanguard Extended Duration Treasury Index Fund ETF Shares
SPTL
SPDR Barclays Long Term Treasury
SPTL
SPDR Barclays Long Term Treasury
TLT
iShares 20+ Year Treasury Bond ETF
TLT
iShares 20+ Year Treasury Bond ETF
VGLT
Vanguard Long-Term Treasury Index Fund ETF Shares
VGLT
Vanguard Long-Term Treasury Index Fund ETF Shares
ZROZ
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
ZROZ
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
Sources and Disclaimers
Data Sources:
- iShares Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified 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 Core 10+ Year USD Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index measures the performance of U.S. dollar-denominated taxable bonds that are rated either investment-grade or high yield with remaining maturities greater than ten years. The fund will invest at least 80% of its assets in the component securities of the underlying index and TBAs that have economic characteristics that are substantially identical to the economic characteristics of the component securities of the underlying index.
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