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Upturn AI SWOT - About
iShares® 0-3 Month Treasury Bond ETF (SGOV)
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Upturn Advisory Summary
08/14/2025: 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 08/14/2025 |
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 iSharesu00ae 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 a conservative investment option focused on capital preservation and liquidity.
Reputation and Reliability
BlackRock is a globally recognized and reputable asset manager with a long track record of managing ETFs and other investment products.
Management Expertise
BlackRock has a team of experienced professionals managing its ETFs, including experts in fixed income and portfolio management.
Investment Objective
Goal
The ETF's primary goal is to provide current income while preserving capital by investing in short-term U.S. Treasury bonds.
Investment Approach and Strategy
Strategy: The ETF aims to track the investment results of the ICE 0-3 Month US Treasury Securities Index.
Composition The ETF holds U.S. Treasury bonds with maturities ranging from 0 to 3 months. It's exclusively composed of U.S. government debt securities.
Market Position
Market Share: SGOV holds a significant market share within the ultra-short-term treasury ETF segment.
Total Net Assets (AUM): 10610000000
Competitors
Key Competitors
- BIL (SPDRu00ae Bloomberg 1-3 Month T-Bill ETF)
- TBIL (Fidelityu00ae 0-3 Month Treasury Bill Index ETF)
- USFR (WisdomTree Floating Rate Treasury Fund)
Competitive Landscape
The ultra-short-term Treasury ETF market is competitive, with SGOV holding a strong position. SGOV is highly liquid. Competitors may offer slightly different index tracking or expense ratios, providing investors with choices based on their specific needs. SGOV's large AUM and established track record provide it with a competitive edge.
Financial Performance
Historical Performance: Historical performance reflects the low-risk, low-yield nature of short-term Treasury bonds. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance closely tracks the ICE 0-3 Month US Treasury Securities Index, indicating effective tracking.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
SGOV exhibits high liquidity with a robust average trading volume, facilitating easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread is typically very tight due to the high liquidity and stability of the underlying Treasury securities, minimizing transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators like interest rate policies set by the Federal Reserve and the overall yield curve heavily influence SGOV's performance.
Growth Trajectory
Growth is steady and generally tied to increases in treasury yields. There are no recent substantial changes to strategy or holdings as the ETF maintains its focus on short-term treasury bonds.
Moat and Competitive Advantages
Competitive Edge
SGOV's competitive advantages include its large AUM, tight tracking of its benchmark index, and low expense ratio. Its association with BlackRock, a leading asset manager, enhances its credibility and investor confidence. It offers a straightforward way to access the U.S. Treasury market, especially for investors seeking capital preservation and low volatility. The fund's established presence and high trading volume make it a preferred choice for many investors seeking exposure to short-term Treasury bonds.
Risk Analysis
Volatility
The ETF exhibits very low volatility due to the short maturity and high credit quality of its holdings.
Market Risk
The primary market risk is interest rate risk. Rising interest rates can negatively impact the ETF's value, although the short maturities mitigate this risk to some extent.
Investor Profile
Ideal Investor Profile
SGOV is ideal for risk-averse investors, those seeking capital preservation, and those looking for a liquid short-term investment option.
Market Risk
This ETF is best suited for short-term investors, passive index followers, and those seeking a cash equivalent holding.
Summary
SGOV is a low-risk, low-yield ETF that invests in short-term U.S. Treasury bonds. It is managed by BlackRock and offers a liquid and cost-effective way to access the short end of the Treasury yield curve. It's a suitable investment for risk-averse investors seeking capital preservation and a cash-like alternative. However, its returns are generally low, reflecting the safety and short duration of its holdings.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data and information are 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.
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.