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Upturn AI SWOT - About
iShares Short Treasury Bond ETF (SHV)
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Upturn Advisory Summary
10/15/2025: 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 10/15/2025 |
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 provide current income consistent with capital preservation by investing in a portfolio of U.S. Treasury bonds with remaining maturities of less than one year. It focuses on short-term U.S. government debt, providing a low-risk investment option with minimal interest rate sensitivity.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is one of the world's largest asset managers with a strong reputation for stability and reliability.
Management Expertise
BlackRock has a team of experienced professionals managing its fixed income ETFs, leveraging extensive resources and research capabilities.
Investment Objective
Goal
The investment objective of the iShares Short Treasury Bond ETF is to seek to provide current income consistent with capital preservation.
Investment Approach and Strategy
Strategy: The ETF seeks to track the investment results of an index composed of U.S. Treasury bonds with remaining maturities of less than one year.
Composition The ETF primarily holds U.S. Treasury bills, notes, and bonds with short-term maturities.
Market Position
Market Share: SHV has a significant market share in the short-term Treasury ETF sector.
Total Net Assets (AUM): 21180000000
Competitors
Key Competitors
- BIL US ETF
- GBIL US ETF
- TBIL US ETF
Competitive Landscape
The short-term Treasury ETF market is competitive, with several providers offering similar products. SHV benefits from BlackRock's brand recognition and established presence, but it faces competition from other low-cost alternatives. Advantages include high AUM and liquidity; a disadvantage could be a slightly higher expense ratio compared to some competitors.
Financial Performance
Historical Performance: Historical performance has been relatively stable, reflecting the low-risk nature of short-term Treasury bonds. Returns are generally low, tracking short-term interest rates.
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 has high average trading volume, indicating excellent liquidity.
Bid-Ask Spread
The bid-ask spread for SHV is typically very tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation, interest rate changes by the Federal Reserve, and overall market sentiment significantly impact SHV's performance.
Growth Trajectory
SHV's growth is closely tied to interest rate policies and investor demand for low-risk assets, with shifts reflecting expectations of rate hikes or cuts.
Moat and Competitive Advantages
Competitive Edge
SHV benefits from BlackRock's strong brand recognition and extensive distribution network, providing a competitive edge in attracting investors. Its high AUM contributes to deep liquidity and narrow bid-ask spreads, making it attractive for large institutional investors. The ETF's focus on short-term Treasury bonds also provides a low-risk profile, appealing to risk-averse investors. Overall, SHV's scale and issuer backing create a robust competitive position. Investors seeking safety often choose SHV.
Risk Analysis
Volatility
SHV exhibits very low volatility due to its focus on short-term U.S. Treasury bonds.
Market Risk
The primary market risk is interest rate risk; rising interest rates can slightly decrease the ETF's value, although the short maturities mitigate this risk.
Investor Profile
Ideal Investor Profile
The ideal investor for SHV is a risk-averse individual or institution seeking capital preservation and current income with minimal volatility.
Market Risk
SHV is best suited for short-term investors, those seeking a cash equivalent, or those using it as a component of a broader asset allocation strategy.
Summary
The iShares Short Treasury Bond ETF (SHV) provides a low-risk investment option for investors seeking capital preservation and current income by investing in short-term U.S. Treasury bonds. SHV's performance closely tracks its benchmark index and has high liquidity. With BlackRock's strong brand recognition, it makes it a robust competitive position. SHV is best suited for investors looking for short-term investment options and limited exposure to interest rate fluctuations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- etfdb.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change, and past performance is not indicative of future results. Consult with a 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 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.
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