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Upturn AI SWOT - About
iShares 1-3 Year Treasury Bond ETF (SHY)
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Upturn Advisory Summary
04/01/2025: SHY (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration 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 3.78% | Avg. Invested days 60 | 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) 3682360 | Beta 0.25 | 52 Weeks Range 78.16 - 82.77 | Updated Date 04/2/2025 |
52 Weeks Range 78.16 - 82.77 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares 1-3 Year Treasury Bond ETF
ETF Overview
Overview
The iShares 1-3 Year Treasury Bond ETF (SHY) seeks to track the investment results of an index composed of U.S. Treasury bonds with remaining maturities between one and three years. It provides exposure to short-term U.S. government debt and is designed for investors seeking capital preservation and income.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is one of the world's largest asset managers and has a strong reputation for reliability and expertise in the ETF market.
Management Expertise
BlackRock has a dedicated team of fixed income professionals managing its iShares bond ETFs, leveraging significant experience and resources in the fixed income market.
Investment Objective
Goal
To track the investment results of an index composed of U.S. Treasury bonds with remaining maturities between one and three years.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the ICE U.S. Treasury 1-3 Year Bond Index.
Composition The ETF holds a portfolio of U.S. Treasury bonds with maturities between one and three years.
Market Position
Market Share: SHY holds a significant market share within the short-term U.S. Treasury ETF category.
Total Net Assets (AUM): 28660000000
Competitors
Key Competitors
- Vanguard Short-Term Treasury ETF (VGSH)
- SPDR Bloomberg 1-3 Year U.S. Treasury ETF (BIL)
- Invesco BulletShares 2025 Treasury ETF (BSBV)
Competitive Landscape
The short-term Treasury ETF market is competitive, with SHY being a leading player. SHY's advantages include its large AUM and high liquidity, while VGSH offers a slightly lower expense ratio. BIL provides a similar investment strategy, while BSBV targets specific maturity dates, offering a different risk/return profile.
Financial Performance
Historical Performance: SHY's historical performance is characterized by low volatility and modest returns, consistent with the nature of short-term Treasury bonds.
Benchmark Comparison: SHY's performance closely tracks its benchmark index, the ICE U.S. Treasury 1-3 Year Bond Index, indicating effective tracking.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
SHY exhibits high liquidity with a robust average daily trading volume, making it easy to buy and sell shares.
Bid-Ask Spread
SHY typically has a tight bid-ask spread, reflecting its high liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
Interest rate changes, economic growth expectations, and monetary policy decisions significantly influence SHY's performance.
Growth Trajectory
SHY's growth is generally stable, driven by demand for safe-haven assets and short-term fixed income exposure, with holdings remaining consistently in short-term treasury bonds.
Moat and Competitive Advantages
Competitive Edge
SHY benefits from BlackRock's strong brand recognition, extensive distribution network, and low expense ratio. Its large AUM provides significant economies of scale and liquidity. The ETF's focused exposure to the highly liquid short-term Treasury market also contributes to its appeal. These advantages make it a preferred choice for investors seeking efficient access to this asset class. The established trading history adds to its advantage.
Risk Analysis
Volatility
SHY exhibits low volatility due to the short-term nature of its underlying Treasury bonds.
Market Risk
The primary market risk is interest rate risk; rising interest rates can lead to a decline in the value of the ETF's holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeking capital preservation and a stable income stream, or looking for a low-volatility component in a diversified portfolio.
Market Risk
SHY is best suited for long-term investors seeking stability, those using it as a short-term holding during market uncertainty, or those passively following a fixed income index.
Summary
The iShares 1-3 Year Treasury Bond ETF (SHY) offers exposure to short-term U.S. Treasury bonds, making it a low-risk investment option. It is suitable for risk-averse investors, those seeking income, or those wanting a safe-haven asset in their portfolio. Its large AUM and high liquidity make it easy to trade. Changes in interest rates are the primary risk factor affecting its performance. SHY's historical performance is steady and reliable, closely tracking its benchmark index.
Similar Companies
BIL
SPDR® Bloomberg 1-3 Month T-Bill ETF
BIL
SPDR® Bloomberg 1-3 Month T-Bill ETF
SCHO
Schwab Short-Term U.S. Treasury ETF
SCHO
Schwab Short-Term U.S. Treasury ETF
VGSH
Vanguard Short-Term Treasury Index Fund ETF Shares
VGSH
Vanguard Short-Term Treasury Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares website
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and consultation with a financial advisor.
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 1-3 Year Treasury Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in the component securities of the underlying index and it will invest at least 90% of its assets in U.S. Treasury securities that BFA believes will help the fund track the underlying index. The underlying index measures the performance of public obligations of the U.S. Treasury that have a remaining maturity of greater than or equal to one year and less than three years.
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