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Upturn AI SWOT - About
iShares Agency Bond ETF (AGZ)
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Upturn Advisory Summary
10/24/2025: AGZ (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.
Analysis of Past Performance
Type ETF | Historic Profit 8.78% | Avg. Invested days 75 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.48 | 52 Weeks Range 103.87 - 109.71 | Updated Date 06/30/2025 |
52 Weeks Range 103.87 - 109.71 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares Agency Bond ETF
ETF Overview
Overview
The iShares Agency Bond ETF (AGZ) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade debt securities issued by U.S. government agencies and government-sponsored enterprises. It focuses on fixed income, specifically agency bonds, providing exposure to a portfolio of these securities and aims for income and diversification.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive track record in managing ETFs.
Management Expertise
BlackRock has a team of experienced professionals dedicated to fixed income investments and ETF management.
Investment Objective
Goal
To track the investment results of an index composed of U.S. dollar-denominated, investment-grade debt securities issued by U.S. government agencies and government-sponsored enterprises.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, seeking to replicate the performance of its underlying index.
Composition The ETF holds a portfolio of U.S. dollar-denominated, investment-grade debt securities issued by U.S. government agencies and government-sponsored enterprises.
Market Position
Market Share: AGZ holds a moderate market share within the agency bond ETF segment, but is not a dominant player.
Total Net Assets (AUM): 482500000
Competitors
Key Competitors
- Invesco Agency Bond ETF (AGNZ)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
- Vanguard Total Bond Market ETF (BND)
Competitive Landscape
The agency bond ETF industry is moderately competitive, with several established players. AGZ benefits from BlackRock's brand and distribution network. However, other ETFs may offer lower expense ratios or slightly different index tracking methodologies, providing competitive advantages.
Financial Performance
Historical Performance: Historical performance can be reviewed on financial websites. Past performance is not indicative of future results.
Benchmark Comparison: AGZ's performance should be compared to its underlying index, the ICE U.S. Agency Index, to assess tracking effectiveness.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Interest rate movements, government policy changes, and economic conditions significantly impact AGZ's performance.
Growth Trajectory
AGZ's growth is tied to the demand for agency bond exposure and overall fixed income market trends; strategy and holdings remain relatively consistent.
Moat and Competitive Advantages
Competitive Edge
AGZ leverages BlackRock's established reputation and extensive resources in the ETF market. It offers a pure-play exposure to agency bonds which helps investors target their investment strategy. BlackRocku2019s iShares brand gives it a strong distribution network and market presence. The ETFu2019s relatively low expense ratio also contributes to its competitiveness. These advantages provide a degree of stability and investor confidence.
Risk Analysis
Volatility
AGZ exhibits moderate volatility, typical of investment-grade bond funds.
Market Risk
Interest rate risk (rising rates can decrease bond values), credit risk (risk of issuer default), and liquidity risk (difficulty selling bonds) are the primary risks.
Investor Profile
Ideal Investor Profile
Risk-averse investors seeking income and diversification through agency bonds, and who are comfortable with moderate interest rate sensitivity.
Market Risk
AGZ is suitable for long-term investors, seeking stable income and capital preservation and used as a passive investment.
Summary
The iShares Agency Bond ETF (AGZ) is a low-cost option for accessing U.S. agency bonds and BlackRock's expertise in fixed-income ETF management. It provides diversified exposure to government-backed securities with moderate volatility. Investors must be aware of interest rate risk and credit risk. The ETF is best suited for long-term investors seeking stable income and capital preservation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- ETF.com
- Company Filings
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share percentages are approximate and may vary.
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 Agency Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the agency sector of the U.S. government bond market and is composed of investment-grade U.S. dollar-denominated publicly-issued government agency bonds or debentures. The fund will invest at least 80% of its assets in the component securities of the index and TBAs that have economic characteristics that are substantially identical to the economic characteristics of the component securities of the index.
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