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Upturn AI SWOT - About
iShares Short Treasury Bond ETF (SHV)
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Upturn Advisory Summary
06/27/2025: 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.
Number of Analysts
0 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Year Target Price $0
Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Under performing |
| 0 | Sell |
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 06/27/2025 |
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 the short-term U.S. Treasury market, focusing on capital preservation and minimizing interest rate risk.
Reputation and Reliability
BlackRock is one of the largest and most reputable asset managers globally, known for its extensive ETF offerings and robust risk management practices.
Management Expertise
BlackRock has a highly experienced team managing its fixed income ETFs, with significant expertise in treasury bond markets.
Investment Objective
Goal
To track the investment results of an index composed of U.S. Treasury bonds with remaining maturities less than one year.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the ICE Short US Treasury Securities Index.
Composition The ETF holds U.S. Treasury bonds with maturities less than one year. Its holdings primarily consist of short-term U.S. government debt.
Market Position
Market Share: SHV holds a significant market share within the short-term treasury bond ETF space.
Total Net Assets (AUM): 23640000000
Competitors
Key Competitors
- BIL
- GSHD
- TBIL
- USFR
Competitive Landscape
The short-term treasury ETF market is competitive, with several ETFs offering similar exposure. SHV benefits from BlackRock's brand recognition and large AUM, offering high liquidity. However, competitors may have slightly lower expense ratios or different index tracking methodologies.
Financial Performance
Historical Performance: SHV's historical performance has been relatively stable, reflecting the low-risk nature of short-term Treasury bonds.
Benchmark Comparison: SHV's performance closely tracks the ICE Short US Treasury Securities Index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
SHV exhibits high liquidity, characterized by a large average daily trading volume.
Bid-Ask Spread
The bid-ask spread for SHV is typically very tight, reflecting high liquidity and efficient price discovery.
Market Dynamics
Market Environment Factors
Interest rate policy set by the Federal Reserve, inflation expectations, and economic growth influence the returns of SHV.
Growth Trajectory
SHV's growth is tied to investor demand for low-risk, short-term fixed income investments, often increasing during periods of economic uncertainty.
Moat and Competitive Advantages
Competitive Edge
SHV's competitive edge stems from BlackRock's established reputation, significant AUM, and the resulting high liquidity. The ETF's straightforward investment strategy, focusing on short-term U.S. Treasuries, provides transparency and predictability. Its low expense ratio further enhances its appeal to cost-conscious investors. SHV's size and liquidity make it a preferred choice for institutional investors and those seeking efficient access to the short-term Treasury market. The ETF's robust tracking of its benchmark index ensures consistent performance aligned with its investment objective.
Risk Analysis
Volatility
SHV exhibits very low volatility due to the short-term nature of its holdings and the creditworthiness of U.S. Treasury bonds.
Market Risk
The primary market risk is interest rate risk, although it is minimized by the short maturities of the underlying bonds. Rising interest rates could slightly decrease the ETF's value.
Investor Profile
Ideal Investor Profile
SHV is ideal for risk-averse investors, those seeking capital preservation, and those looking for a liquid short-term fixed income investment.
Market Risk
SHV is best suited for short-term investors, passive index followers, and those seeking a safe haven asset in a diversified portfolio.
Summary
The iShares Short Treasury Bond ETF (SHV) is a low-risk, highly liquid ETF that tracks the performance of short-term U.S. Treasury bonds. It is managed by BlackRock, a reputable issuer, and offers a low expense ratio. SHV is suitable for risk-averse investors seeking capital preservation and short-term fixed income exposure. While offering limited growth potential, it serves as a valuable tool for managing liquidity and minimizing interest rate risk within a diversified portfolio. Its high trading volume and tight bid-ask spread make it an efficient choice for investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- BlackRock.com
- ETF.com
- Morningstar.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting 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 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.