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Upturn AI SWOT - About
iShares® 0-3 Month Treasury Bond ETF (SGOV)
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Upturn Advisory Summary
10/10/2025: SGOV (1-star) is currently NOT-A-BUY. Pass it for now.
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 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 96.20 - 100.69 | Updated Date 06/30/2025 |
52 Weeks Range 96.20 - 100.69 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares® 0-3 Month Treasury Bond ETF
ETF Overview
Overview
The iShares 0-3 Month Treasury Bond ETF (SGOV) seeks to track the investment results of an index composed of U.S. Treasury bonds with remaining maturities between zero and three months. It provides exposure to very short-term U.S. government debt, offering low credit risk and minimal interest rate sensitivity. The ETF primarily invests in U.S. Treasury bonds, making it suitable for investors seeking capital preservation and liquidity.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is one of the world's largest asset managers with a strong reputation for providing reliable and innovative investment products.
Management Expertise
BlackRock has extensive experience managing fixed-income ETFs, with a dedicated team of portfolio managers specializing in U.S. Treasury securities.
Investment Objective
Goal
To track the investment results of an index composed of U.S. Treasury bonds with remaining maturities between zero and three months.
Investment Approach and Strategy
Strategy: The ETF tracks the ICE 0-3 Month US Treasury Securities Index.
Composition The ETF holds U.S. Treasury bills and notes with maturities ranging from 0 to 3 months.
Market Position
Market Share: SGOV holds a significant market share within the ultra-short Treasury ETF category.
Total Net Assets (AUM): 11710000000
Competitors
Key Competitors
- BIL US ETF
- GBIL US ETF
- ERXX US ETF
Competitive Landscape
The ultra-short Treasury ETF market is relatively concentrated, with a few key players dominating the space. SGOV benefits from BlackRock's strong brand and large AUM, providing it with economies of scale and greater liquidity. However, competitors may offer slightly different index tracking methodologies or lower expense ratios.
Financial Performance
Historical Performance: SGOV's performance closely mirrors the yields of short-term U.S. Treasury securities. Historical returns are typically modest, reflecting the low-risk nature of the underlying assets.
Benchmark Comparison: SGOV's performance is expected to closely track the ICE 0-3 Month US Treasury Securities Index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
SGOV demonstrates high liquidity, facilitating ease of trading for investors.
Bid-Ask Spread
The bid-ask spread for SGOV is typically very tight, reflecting its high liquidity and demand.
Market Dynamics
Market Environment Factors
SGOV's performance is influenced by factors such as Federal Reserve policy, short-term interest rates, and overall economic conditions.
Growth Trajectory
SGOV's growth is dependent on investor demand for safe-haven assets and the attractiveness of short-term Treasury yields.
Moat and Competitive Advantages
Competitive Edge
SGOV's competitive edge lies in its association with BlackRock, a leading ETF provider, along with its substantial AUM, contributing to high liquidity and narrow bid-ask spreads. Its focus on very short-term Treasury securities offers investors a low-risk investment option with minimal interest rate sensitivity. The ETF's transparent and straightforward investment strategy further enhances its appeal to risk-averse investors. SGOV offers investors a cost effective expense ratio of 0.03%, giving it a slight edge compared to other funds.
Risk Analysis
Volatility
SGOV exhibits very low volatility due to its investment in short-term U.S. Treasury securities.
Market Risk
The primary market risk is related to changes in short-term interest rates, although the impact is limited due to the very short maturities of the underlying assets.
Investor Profile
Ideal Investor Profile
SGOV is ideal for investors seeking a low-risk, highly liquid investment for capital preservation, short-term cash management, or as a component of a diversified portfolio.
Market Risk
SGOV is best suited for long-term investors, active traders, or passive index followers, seeking a secure place to park cash.
Summary
The iShares 0-3 Month Treasury Bond ETF (SGOV) offers exposure to very short-term U.S. Treasury securities, providing investors with a low-risk and highly liquid investment option. It is managed by BlackRock, a reputable ETF provider, and tracks the ICE 0-3 Month US Treasury Securities Index. With a low expense ratio and tight bid-ask spreads, SGOV is suitable for investors seeking capital preservation and short-term cash management. SGOV's returns are modest but stable, reflecting the low-risk nature of its underlying assets. It can be used as a component of a diversified portfolio or as a safe haven during periods of market uncertainty.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
This analysis 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® 0-3 Month 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 it will invest at least 90% of its assets in U.S. Treasury securities that BFA believes will help the fund track the underlying index. The index measures the performance of public obligations of the U.S. Treasury that have a remaining maturity of less than or equal to three months.
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