Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares Short Treasury Bond ETF (SHV)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/12/2025: SHV (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 09/12/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.02 | 52 Weeks Range 105.52 - 110.42 | Updated Date 06/29/2025 |
52 Weeks Range 105.52 - 110.42 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Short Treasury Bond ETF
ETF Overview
Overview
The iShares Short Treasury Bond ETF (SHV) seeks to track the investment results of an index composed of U.S. Treasury bonds with remaining maturities less than one year. It provides exposure to very short-term U.S. government debt, offering stability and liquidity.
Reputation and Reliability
iShares, a brand of BlackRock, is a leading issuer of ETFs with a strong reputation for reliability and innovation.
Management Expertise
BlackRock has extensive expertise in managing fixed-income assets and ETFs, with a large team of experienced portfolio managers and analysts.
Investment Objective
Goal
The fund seeks to provide current income with minimal principal risk by investing in short-term U.S. Treasury bonds.
Investment Approach and Strategy
Strategy: SHV tracks the ICE Short US Treasury Securities Index.
Composition The ETF holds U.S. Treasury bonds with remaining maturities of less than one year.
Market Position
Market Share: SHV has a significant market share in the short-term Treasury ETF category.
Total Net Assets (AUM): 21890000000
Competitors
Key Competitors
- BIL
- TBIL
- USFR
- SGOV
Competitive Landscape
The short-term Treasury ETF market is competitive, with several ETFs offering similar exposure. SHV benefits from its large AUM and liquidity, while other ETFs may have slightly different expense ratios or index methodologies. SHV offers more liquidity and slightly lower expense ratio in comparison to competitors.
Financial Performance
Historical Performance: Historical performance varies with interest rate changes; generally provides stable, but low returns.
Benchmark Comparison: The ETF's performance closely tracks its benchmark index, the ICE Short US Treasury Securities Index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
SHV exhibits high liquidity, with an average daily trading volume in the millions of shares.
Bid-Ask Spread
The bid-ask spread is typically very tight, reflecting the ETF's high liquidity and the underlying market for U.S. Treasury securities.
Market Dynamics
Market Environment Factors
The ETF's performance is influenced by monetary policy, interest rate changes, and overall economic conditions, particularly in the U.S.
Growth Trajectory
SHV's AUM tends to fluctuate with interest rate expectations and investor demand for safe-haven assets. It has experienced steady growth as investors sought low-risk options.
Moat and Competitive Advantages
Competitive Edge
SHV's primary advantage lies in its size and liquidity, making it easy for institutional investors to trade large volumes. It benefits from BlackRock's reputation and expertise in managing fixed-income ETFs. The ETF's low expense ratio further enhances its appeal, creating a robust offering for those seeking short-term Treasury exposure. This leads to better tracking and overall lower cost of investment. These advantages help SHV maintain its position as a leading ETF in its category.
Risk Analysis
Volatility
SHV exhibits very low volatility due to the short maturities of its underlying assets.
Market Risk
SHV's primary risk is interest rate risk, although this is mitigated by the short maturities of the bonds. The yield is often very low, and inflation can erode real returns.
Investor Profile
Ideal Investor Profile
SHV is suitable for investors seeking capital preservation, low volatility, and current income. It is appropriate for those looking for a safe haven during periods of market uncertainty.
Market Risk
SHV is best for short-term investors, risk-averse individuals, or those seeking a cash equivalent within their portfolio.
Summary
The iShares Short Treasury Bond ETF (SHV) is a low-risk investment that offers exposure to short-term U.S. Treasury bonds. SHV is managed by BlackRock, it provides stability and liquidity, making it an excellent choice for risk-averse investors looking for capital preservation and minimal volatility. SHV's performance is tightly linked to the ICE Short US Treasury Securities Index. SHV exhibits high liquidity and a low expense ratio, contributing to its wide appeal among both institutional and individual investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change, so investors should conduct their own research 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 iShares Short 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 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 one year.
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.