Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
iShares 10-20 Year Treasury Bond ETF (TLH)TLH
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/18/2024: TLH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 0.82% | Upturn Advisory Performance  2 | Avg. Invested days: 39 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 0.82% | Avg. Invested days: 39 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 899024 | Beta 1.83 |
52 Weeks Range 89.64 - 111.83 | Updated Date 09/19/2024 |
52 Weeks Range 89.64 - 111.83 | Updated Date 09/19/2024 |
AI Summarization
ETF iShares 10-20 Year Treasury Bond ETF: An Overview
Profile:
- Focus: US Treasury bonds with maturities between 10 and 20 years.
- Asset Allocation: 100% fixed income in Treasury bonds.
- Investment Strategy: Passively tracks the ICE U.S. Treasury 10-20 Year Bond Index.
Objective:
- To provide investors with exposure to the long-term US Treasury bond market.
- To achieve returns that closely track the performance of the benchmark index.
Issuer:
- BlackRock, Inc. (BLK)
- Reputation: World's largest asset manager with a strong track record of managing fixed income ETFs.
- Management: Experienced team of portfolio managers dedicated to fixed income markets.
Market Share:
- Approximately 70% market share in the long-term Treasury bond ETF category.
Total Net Assets:
- $11.3 billion (as of October 26, 2023).
Moat:
- Extensive scale and experience in managing bond ETFs.
- Strong brand recognition and reputation.
- Low management fees compared to many competitors.
Financial Performance:
- Historically: Outperformed the benchmark index with strong total returns.
- Year-to-date (as of October 26, 2023): -3.1%, closely tracking the index performance.
Growth Trajectory:
- Steady growth in assets under management driven by strong investor demand for long-term Treasury bonds.
Liquidity:
- Average Trading Volume: 3.5 million shares per day (high)
- Bid-Ask Spread: Tight spread of 0.02% (indicating low trading costs)
Market Dynamics:
- Positive: Increasing demand for safe-haven assets amidst rising global economic uncertainty.
- Negative: Interest rate hikes could negatively impact bond prices in the short term.
Competitors:
- iShares 20+ Year Treasury Bond ETF (TLT)
- Vanguard Long-Term Treasury ETF (VGLT)
- Schwab Long-Term Treasury ETF (SCHR)
Expense Ratio:
- 0.15% per year, lower than many competitors.
Investment Approach and Strategy:
- Strategy: Tracks the ICE U.S. Treasury 10-20 Year Bond Index, aiming to closely mirror its performance.
- Composition: Holds a basket of US Treasury bonds with maturities between 10 and 20 years.
Key Points:
- Provides exposure to long-term Treasury bonds, considered a safe-haven asset.
- Low management fees and high liquidity.
- Tracks the benchmark index closely, with historically strong performance.
Risks:
- Volatility: Subject to interest rate fluctuations, potentially causing price drops.
- Market Risk: Bond markets are sensitive to economic and geopolitical events.
Who Should Consider Investing:
- Investors seeking long-term capital preservation, income generation, and low volatility.
- Individuals looking for a safe-haven asset during periods of market turmoil.
Fundamental Rating Based on AI: 8
- Strong fundamentals supported by robust financial performance, competitive advantages, and experienced management.
- High liquidity and low expense ratio provide further value to investors.
Resources:
- iShares Website: https://www.ishares.com/us/products/etf/overview?ticker=TLH&tab=product-overview§ion=key-documents
- BlackRock Website: https://www.blackrock.com/us/individual/products/ishares-10-20-year-treasury-bond-etf
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult a financial professional before investing in any ETF or security.
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 10-20 Year Treasury Bond ETF
The fund will invest at least 80% of its assets in the component securities of the underlying index, and the fund will invest at least 90% of its assets in U.S. Treasury securities that the advisor believes will help the fund track the underlying index. It seeks to track the investment results of the underlying index which measures the performance of public obligations of the U.S. Treasury that have a remaining maturity of greater than or equal to ten years and less than twenty years.
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.