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Upturn AI Summary
iShares 1-3 Year Treasury Bond ETF(SHY)
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 SHY
11/13/2026: SHY (3-star) is a REGULAR-BUY. BUY for 17 days. Simulated Profits (-0.12%). Updated daily EoD!
SHY provides exposure to short-term US Treasury bonds (1-3 years), functioning as a low-risk, highly liquid vehicle for capital preservation. Its main strengths include deep liquidity, high credit quality, and low management costs, making it a preferred choice for institutional and retail investors alike. It serves primarily as a 'safe haven' or liquidity management tool within broader investment portfolios. Investors should remain aware that while credit risk is minimal, the fund is sensitive to interest rate fluctuations and inflation, which can impact total returns. It is best suited for conservative investors who prioritize principal stability over capital appreciation.
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 | This fund does not provide capital appreciation potential required by growth investors. |
| Momentum investor | Mixed fit | This fund may be used during periods of interest rate volatility, but it is not typically a momentum vehicle. |
| Value investor | Weak fit | The fund does not offer equity-like value opportunities. |
| Dividend/Income investor | Strong fit | It offers reliable, risk-free interest income suitable for conservative income portfolios. |
| Low-risk investor | Strong fit | It is an excellent tool for capital preservation due to the high credit quality of US Treasuries. |
Investor Profile
Ideal Investor Profile
Conservative investors, institutional cash managers, and those seeking a safe haven for liquidity.
Suitability
Best for investors looking for a parking spot for cash or a low-risk ballast in a diversified portfolio; not suitable for those seeking aggressive growth.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | Short-term Treasuries have very low price sensitivity to interest rate changes compared to long-term bonds. |
| Market risk | Low | The primary risk is interest rate risk, which remains muted given the short duration of the underlying assets. |
| Concentration | High | The fund is entirely concentrated in US government debt, making it vulnerable to US sovereign credit risk, though this is historically minimal. |
| Tracking/expense | Low | The fund has a very low expense ratio and maintains tight tracking relative to its benchmark. |
| Liquidity | Low | The high volume makes it easy to enter or exit positions without significant price impact. |
| Business/sector quality | Low / none | There is no corporate default risk as the underlying assets are backed by the US government. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
SHY exhibits very low volatility, making it a stable component in a diversified portfolio.
Market Risk
The fund is primarily subject to interest rate risk, where the price of the bonds inversely correlates with market interest rates.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | US Treasury Notes/Bonds (1-3 Year Maturity) | 99.5 | This holding provides exposure to low-risk, short-term government debt that is highly sensitive to Federal Reserve interest rate policy. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Minor cash positions are held for daily liquidity and operational management. |
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 10.41% | Avg. Invested days 94 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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