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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
10/23/2026: SHV (1-star) is currently NOT-A-BUY. Pass it for now.
iShares 0–1 Year Treasury Bond ETF (SHV) provides exposure to high-quality U.S. Treasury securities with maturities of one year or less. It is a premier choice for investors prioritizing capital preservation, liquidity, and stability over high growth. By investing in short-term government debt, it offers a predictable income stream that fluctuates with Federal Reserve interest rate policy. Its primary strengths include massive scale, ultra-low volatility, and tight bid-ask spreads. It is most suitable for conservative investors or those seeking a temporary 'safe harbor' for capital during uncertain market periods, though it may fail to outpace inflation in certain economic climates.
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 | The fund is designed for capital preservation rather than capital appreciation. |
| Momentum investor | Weak fit | The fund does not capture the directional momentum typically sought by active traders. |
| Value investor | Mixed fit | It offers a stable, risk-free yield, which may be attractive during periods of market volatility. |
| Dividend/Income investor | Strong fit | It provides a predictable and steady income stream backed by the U.S. government. |
| Low-risk investor | Strong fit | It is ideal for investors prioritizing the protection of principal above all else. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a safe haven for cash, an institutional cash manager, or a conservative investor looking to park assets during market instability.
Suitability
SHV is best suited for passive, long-term or short-term investors looking for a liquid, cash-equivalent parking spot.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | The short duration of the underlying bonds makes the price highly resistant to interest rate fluctuations. |
| Market risk | Low | As government debt, the assets are considered virtually risk-free regarding default. |
| Concentration | Medium | The portfolio is concentrated entirely in U.S. Treasuries, leaving it sensitive to government policy. |
| Tracking/expense | Low | The fund has a low expense ratio and high efficiency in tracking its benchmark. |
| Liquidity | Low | High trading volume ensures investors can buy or sell without significant price impact. |
| Business/sector quality | Low | The sector exposure is to the U.S. government, the highest quality credit available. |
Risk Analysis
Volatility
SHV exhibits very low historical volatility, making it a defensive pillar for portfolios.
Market Risk
The main risk is interest rate risk, where changing central bank policy dictates the income yield.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | U.S. Treasury Bills / Bonds (0-1 Year Maturity) | 99.5 | These high-quality government debt instruments minimize credit risk and provide exposure to short-term interest rates. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Small cash holdings are maintained to facilitate daily liquidity and fund operations. |
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 10/23/2026 |
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