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Upturn AI SWOT - About
iShares 20+ Year Treasury Bond ETF (TLT)
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Upturn Advisory Summary
04/01/2025: TLT (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 -6.89% | Avg. Invested days 35 | 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) 35953257 | Beta 2.15 | 52 Weeks Range 83.84 - 99.21 | Updated Date 04/2/2025 |
52 Weeks Range 83.84 - 99.21 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares 20+ Year Treasury Bond ETF
ETF Overview
Overview
The iShares 20+ Year Treasury Bond ETF (TLT) seeks to track the investment results of an index composed of U.S. Treasury bonds with remaining maturities greater than twenty years, providing exposure to long-term U.S. government debt.
Reputation and Reliability
BlackRock is a leading global investment management firm with a strong reputation for providing reliable and innovative investment solutions.
Management Expertise
BlackRock has extensive experience and expertise in managing fixed income ETFs, leveraging a team of professionals dedicated to fixed income strategies.
Investment Objective
Goal
To track the investment results of an index composed of U.S. Treasury bonds with remaining maturities greater than twenty years.
Investment Approach and Strategy
Strategy: TLT aims to track the ICE U.S. Treasury 20+ Year Bond Index.
Composition The ETF holds a portfolio of U.S. Treasury bonds with remaining maturities greater than 20 years.
Market Position
Market Share: TLT is a dominant player in the long-term U.S. Treasury bond ETF market.
Total Net Assets (AUM): 4626000000
Competitors
Key Competitors
- Vanguard Extended Duration Treasury ETF (EDV)
- SPDR Portfolio Long Term Treasury ETF (SPTL)
- PIMCO 25+ Year Zero Coupon U.S. Treasury Index ETF (ZROZ)
Competitive Landscape
The long-term Treasury ETF market is competitive, with several large providers offering similar products. TLT benefits from BlackRock's brand recognition and large AUM, while competitors like EDV may offer slightly different duration profiles. SPTL is a cost-effective alternative. ZROZ offers exposure to zero-coupon treasuries which can perform differently during various interest rate environments.
Financial Performance
Historical Performance: TLT's performance is highly sensitive to changes in interest rates. When interest rates fall, TLT's price tends to increase, and vice versa.
Benchmark Comparison: TLT's performance closely tracks the ICE U.S. Treasury 20+ Year Bond Index, with minor deviations due to expenses and tracking error.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
TLT exhibits high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
TLT's bid-ask spread is generally tight, reflecting its high trading volume and liquidity.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation, interest rate policies of the Federal Reserve, and overall market sentiment influence TLT's performance.
Growth Trajectory
TLT's growth trajectory depends on the outlook for long-term interest rates and investor demand for duration exposure.
Moat and Competitive Advantages
Competitive Edge
TLT benefits from BlackRock's scale and brand recognition, providing investors with confidence and liquidity. Its focus on long-term U.S. Treasuries makes it a pure-play exposure to this segment of the market. This specificity attracts investors seeking precise duration exposure and a low credit risk profile. TLT's high trading volume and tight bid-ask spread further enhance its attractiveness to institutional and retail investors.
Risk Analysis
Volatility
TLT exhibits high volatility due to its long duration, making it sensitive to interest rate changes.
Market Risk
TLT is subject to interest rate risk, meaning its price can decline if interest rates rise.
Investor Profile
Ideal Investor Profile
TLT is suitable for investors seeking to hedge against deflation, diversify their portfolio with long-term U.S. Treasury bonds, or express a view on the direction of interest rates.
Market Risk
TLT is best suited for long-term investors who understand interest rate risk and are comfortable with potential price volatility.
Summary
TLT is a well-established ETF offering exposure to long-term U.S. Treasury bonds, making it highly sensitive to interest rate movements. It is managed by BlackRock, a reputable asset manager, and has a high trading volume and tight bid-ask spread. While it provides diversification and a hedge against deflation, investors should be aware of its interest rate risk. It is appropriate for long-term investors seeking duration exposure as part of a broader portfolio strategy.
Similar Companies
EDV
Vanguard Extended Duration Treasury Index Fund ETF Shares
EDV
Vanguard Extended Duration Treasury Index Fund ETF Shares
IEF
iShares 7-10 Year Treasury Bond ETF
IEF
iShares 7-10 Year Treasury Bond ETF
SPTL
SPDR Barclays Long Term Treasury
SPTL
SPDR Barclays Long Term Treasury
VGIT
Vanguard Intermediate-Term Treasury Index Fund ETF Shares
VGIT
Vanguard Intermediate-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.com
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risk, including the potential loss of principal.
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 20+ 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 the advisor 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 greater than or equal to twenty years.
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