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Upturn AI SWOT - About
iShares 10-20 Year Treasury Bond ETF (TLH)
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Upturn Advisory Summary
04/01/2025: TLH (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 -3.76% | Avg. Invested days 36 | 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) 2194220 | Beta 1.85 | 52 Weeks Range 94.64 - 109.66 | Updated Date 04/2/2025 |
52 Weeks Range 94.64 - 109.66 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares 10-20 Year Treasury Bond ETF
ETF Overview
Overview
The iShares 10-20 Year Treasury Bond ETF (TLH) seeks to track the investment results of an index composed of U.S. Treasury bonds with remaining maturities between ten and twenty years. It provides exposure to a specific segment of the U.S. government bond market, focusing on intermediate-term maturities.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is one of the world's largest asset managers, known for its extensive experience and reliable ETF offerings.
Management Expertise
BlackRock has a dedicated team of portfolio managers and analysts with expertise in fixed income markets and ETF management.
Investment Objective
Goal
The fund seeks to track the investment results of an index composed of U.S. Treasury bonds with remaining maturities between ten and twenty years.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, seeking to replicate the performance of the ICE U.S. Treasury 10-20 Year Bond Index.
Composition The ETF holds a portfolio of U.S. Treasury bonds with maturities between 10 and 20 years. These are considered very safe, but the values are highly sensitive to changes in interest rates.
Market Position
Market Share: TLH holds a significant market share within the intermediate-term Treasury ETF segment.
Total Net Assets (AUM): 278000000
Competitors
Key Competitors
- Vanguard Intermediate-Term Treasury ETF (VGIT)
- SPDR Portfolio Intermediate Term Treasury ETF (SPTI)
Competitive Landscape
The intermediate-term Treasury ETF market is competitive, with iShares, Vanguard, and State Street being major players. TLH's advantages include BlackRock's brand recognition and established track record. Disadvantages might include a slightly higher expense ratio compared to some competitors, which could affect long-term returns.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Historical data should be obtained directly from financial data providers.
Benchmark Comparison: The ETF aims to closely track the performance of the ICE U.S. Treasury 10-20 Year Bond Index, so its performance should align with the index's returns.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF's average daily trading volume is moderate, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting the ETF's liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators like inflation, interest rate changes by the Federal Reserve, and overall investor sentiment significantly impact the ETF's performance.
Growth Trajectory
The ETF's growth is tied to investor demand for intermediate-term Treasury exposure, influenced by macroeconomic conditions and interest rate expectations. Any changes to its strategy depend on its fund objective.
Moat and Competitive Advantages
Competitive Edge
iShares 10-20 Year Treasury Bond ETF benefits from BlackRock's strong brand recognition and established track record in the ETF market. Its primary advantage lies in providing targeted exposure to a specific segment of the Treasury bond market, appealing to investors seeking duration within the intermediate term. The ETF's established liquidity and narrow bid-ask spreads enhance its attractiveness. The access to BlackRock's research and resources offers a competitive edge.
Risk Analysis
Volatility
The ETF's volatility is primarily driven by interest rate fluctuations, making it sensitive to changes in the yield curve.
Market Risk
The primary market risk is interest rate risk, where rising rates can lead to a decline in bond prices and ETF value.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking stable income and diversification with moderate risk tolerance. Investors who anticipate stable or declining interest rates or those seeking a hedge against economic uncertainty may find this ETF appealing.
Market Risk
This ETF is best suited for long-term investors and passive index followers seeking exposure to U.S. Treasury bonds.
Summary
The iShares 10-20 Year Treasury Bond ETF (TLH) offers targeted exposure to intermediate-term U.S. Treasury bonds, seeking to track the performance of the ICE U.S. Treasury 10-20 Year Bond Index. As a BlackRock product, it benefits from the issuer's reputation and experience. Its performance is highly sensitive to interest rate fluctuations, making it suitable for investors with specific interest rate expectations and a moderate risk tolerance. The ETF provides diversification and can be used as a hedge against economic uncertainty.
Similar Companies
- VGIT
- SPTI
- IEF
- SCHR
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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
Exchange NYSE ARCA | 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 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.
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