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- Upturn Summary
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Upturn AI Summary
iShares 0–1 Year Treasury Bond ETF(SHV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SHV
09/25/2026: SHV (1-star) is currently NOT-A-BUY. Pass it for now.
The iShares 0–1 Year Treasury Bond ETF (SHV) provides highly liquid exposure to U.S. Treasury securities with maturities of less than one year. Its main strengths include its massive AUM, low cost, and the backing of the U.S. government, which minimizes default risk. It serves as a primary tool for capital preservation and short-term cash management. While it faces interest rate risk and inflation risk, it is one of the most stable and reliable options for conservative investors looking for predictable, albeit modest, income without significant volatility.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | SHV does not offer capital appreciation potential suited for growth-oriented strategies. |
| Momentum investor | Weak fit | This fund lacks the price volatility required to capitalize on momentum trading signals. |
| Value investor | Weak fit | As a fixed-income instrument, it does not fit traditional value equity selection criteria. |
| Dividend/Income investor | Strong fit | It provides a stable, low-risk income stream derived from interest payments on government debt. |
| Low-risk investor | Strong fit | It is an ideal tool for capital preservation due to the negligible credit risk of U.S. Treasuries. |
Investor Profile
Ideal Investor Profile
Conservative investors, institutional cash managers, and those seeking a safe harbor for short-term liquidity.
Suitability
Best for passive investors looking to preserve capital and earn modest interest income.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | The extremely short duration of holdings results in minimal price fluctuations. |
| Market risk | Low | While sensitive to interest rate changes, the impact on price is negligible due to the 0-1 year maturity. |
| Concentration | Strong | The portfolio is concentrated entirely in one asset class (U.S. Treasuries). |
| Tracking/expense | Low | BlackRock's efficient management ensures tight tracking and low costs. |
| Liquidity | Low | The high trading volume ensures that liquidity risk is virtually non-existent. |
| Business/sector quality | Low / none | U.S. Treasury backing minimizes default risk to effectively zero. |
Risk Analysis
Volatility
SHV exhibits minimal historical volatility due to the short duration of the underlying bonds.
Market Risk
The primary risk is interest rate risk, though it is mitigated by the 0-1 year maturity timeframe.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | U.S. Treasury Bills (0-1 Year) | 99.5 | These short-term government obligations provide high safety and stability for conservative portfolios. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Minimal cash holdings are held for day-to-day fund operations and settlement. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 26, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $21.39B |
| Issuer | iShares |
| Expense Ratio | 0.15% |
| Distribution Yield | 3.73% |
| Inception | Jan 5, 2007 |
Performance
| Period | Total Return |
|---|---|
| YTD | +2.48% |
| 1 Year | +3.59% |
| 3 Year | +4.46% |
| 5 Year | +3.53% |
| 10 Year | +2.32% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 0.12% |
| 3Y Volatility | 0.24% |
| 3Y Sharpe Ratio | -1.07 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Benchmark | BBgBarc US Agg Bond TR USD |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 1.07% |
Top Holdings
| Holding | Weight |
|---|---|
| BlackRock Cash Funds Treasury SL Agency | 8.24% |
Upturn AI Summary
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.
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