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Upturn AI SWOT - About
SPDR® Bloomberg Short Term International Treasury Bond ETF (BWZ)
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Upturn Advisory Summary
10/01/2025: BWZ (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 1.33% | Avg. Invested days 41 | 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 10/01/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.96 | 52 Weeks Range 24.70 - 29.02 | Updated Date 06/30/2025 |
52 Weeks Range 24.70 - 29.02 | Updated Date 06/30/2025 |
Upturn AI SWOT
SPDR® Bloomberg Short Term International Treasury Bond ETF
ETF Overview
Overview
The SPDRu00ae Bloomberg Short Term International Treasury Bond ETF (ISTB) seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Short Term Global ex-USD Government Inflation-Linked Bond Index. It focuses on short-term international government bonds, providing exposure to a basket of inflation-linked securities.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable issuer with extensive experience in managing ETFs and other investment products.
Management Expertise
SSGA has a strong team of investment professionals with expertise in fixed-income markets and ETF management.
Investment Objective
Goal
The ETF's goal is to track the Bloomberg Short Term Global ex-USD Government Inflation-Linked Bond Index, providing exposure to short-term, inflation-linked government bonds from countries outside the United States.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, aiming to replicate the performance of its underlying index.
Composition The ETF holds a diversified portfolio of short-term international treasury bonds, specifically inflation-linked securities. The bonds are issued by governments outside of the United States.
Market Position
Market Share: ISTB's market share within the specific niche of short-term international treasury ETFs is moderate.
Total Net Assets (AUM): 48820830.74
Competitors
Key Competitors
- iShares International Treasury Bond ETF (IGOV)
Competitive Landscape
The competitive landscape consists of a few ETFs offering similar international treasury bond exposure. ISTB's advantage lies in its specific focus on short-term, inflation-linked bonds, while competitors might offer broader exposure. The ETF's disadvantage may be lower AUM compared to more broadly diversified ETFs.
Financial Performance
Historical Performance: Historical performance data should be consulted for a thorough analysis. The performance will vary depending on the term lengths.
Benchmark Comparison: The ETF's performance should be compared to the Bloomberg Short Term Global ex-USD Government Inflation-Linked Bond Index.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The average trading volume of the fund is adequate to trade.
Bid-Ask Spread
The bid-ask spread should remain tight.
Market Dynamics
Market Environment Factors
Economic indicators in developed countries, inflation expectations, and interest rate policies of foreign central banks significantly affect the ETF's performance.
Growth Trajectory
Growth trends depend on investor demand for inflation-protected assets and international fixed-income exposure. Changes to strategy and holdings can occur to maintain the ETF's objective of tracking the index.
Moat and Competitive Advantages
Competitive Edge
ISTB's focus on short-term, inflation-linked international government bonds provides a unique offering that may appeal to investors seeking inflation protection and lower duration risk. SSGA's established reputation adds credibility. This targeted exposure allows investors to manage their risk and return profile effectively. The fund can serve as a diversifier to a broader portfolio, potentially lowering overall volatility.
Risk Analysis
Volatility
The ETF's volatility is moderate, reflecting the relative stability of short-term government bonds and inflation linked. However, currency fluctuations can introduce additional volatility.
Market Risk
The primary market risks include interest rate risk, inflation risk, credit risk (though typically low for government bonds), and currency risk.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking inflation protection and diversification with international, low-duration government bonds. This is someone who has risk tolerance to moderate volatility.
Market Risk
This ETF is suitable for long-term investors, and passive index followers seeking exposure to short-term, international, inflation-linked government bonds for diversification or inflation hedging purposes.
Summary
The SPDRu00ae Bloomberg Short Term International Treasury Bond ETF (ISTB) offers exposure to short-term, inflation-linked international government bonds. Its investment objective is to track the Bloomberg Short Term Global ex-USD Government Inflation-Linked Bond Index. The ETF is suitable for investors seeking diversification, inflation protection, and low duration in their fixed-income portfolio. However, investors should consider the risks associated with international investments, including currency risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) website
- Bloomberg
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. Investors should consult with a qualified financial advisor before making any investment decisions.
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 SPDR® Bloomberg Short Term International Treasury Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of fixed-rate local currency sovereign debt of investment grade countries outside the United States that have remaining maturities of one to three years. The fund is non-diversified.
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.