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iShares 1-3 Year Treasury Bond ETF (SHY)



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Upturn Advisory Summary
07/08/2025: SHY (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 7.1% | Avg. Invested days 77 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 0.25 | 52 Weeks Range 78.46 - 82.84 | Updated Date 06/29/2025 |
52 Weeks Range 78.46 - 82.84 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares 1-3 Year Treasury Bond ETF
ETF Overview
Overview
The iShares 1-3 Year Treasury Bond ETF (SHY) seeks to track the investment results of an index composed of U.S. Treasury bonds with remaining maturities between one and three years. It offers exposure to short-term U.S. government debt and is used for conservative asset allocation and interest rate risk management.
Reputation and Reliability
iShares, a brand of BlackRock, is one of the world's largest ETF providers with a strong reputation for reliability and a wide range of investment products.
Management Expertise
BlackRock has extensive experience in fixed income management and a large team of professionals dedicated to managing iShares ETFs.
Investment Objective
Goal
To track the investment results of an index composed of U.S. Treasury bonds with remaining maturities between one and three years.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, holding all or substantially all of the securities in its underlying index.
Composition The ETF holds U.S. Treasury bonds with maturities between 1 and 3 years.
Market Position
Market Share: SHY holds a significant market share in the short-term Treasury ETF category.
Total Net Assets (AUM): 27710000000
Competitors
Key Competitors
- SPDR Portfolio Short Term Treasury ETF (SPTS)
- Invesco BulletShares 2025 Treasury ETF (BSAV)
- Vanguard Short-Term Treasury ETF (VGSH)
Competitive Landscape
The short-term Treasury ETF market is dominated by a few large players. SHY benefits from BlackRock's strong brand and established track record. Advantages include high liquidity and a low expense ratio. Disadvantages might include a slightly higher expense ratio compared to some competitors, and its performance is tightly linked to U.S. Treasury yields.
Financial Performance
Historical Performance: Past performance is not indicative of future results. However, SHY's performance is reflective of short-term U.S. Treasury yields.
Benchmark Comparison: SHY's performance closely tracks its underlying index, the ICE US Treasury 1-3 Year Bond Index.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
SHY exhibits high liquidity with an average daily trading volume, making it easy to buy and sell shares.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation expectations, and Federal Reserve policy significantly influence SHY's performance. Lower interest rates typically lead to higher bond prices.
Growth Trajectory
SHY's growth trajectory is dependent on investor demand for safe-haven assets and expectations regarding short-term interest rate movements. It may experience fluctuations based on changes in investor sentiment and economic conditions.
Moat and Competitive Advantages
Competitive Edge
SHY benefits from BlackRock's established brand and scale, providing high liquidity and a low expense ratio. Its focus on a specific maturity range (1-3 years) allows investors targeted exposure to the short end of the yield curve. SHY offers transparency and a reliable way to track short-term U.S. Treasury bonds, making it attractive for risk-averse investors seeking stability and predictable returns. The scale of SHY also allows for minimal tracking error.
Risk Analysis
Volatility
SHY exhibits low volatility due to the stability of U.S. Treasury bonds.
Market Risk
The primary risk is interest rate risk; rising interest rates can cause bond prices to decline. It's less exposed to credit risk as it invests in U.S. government bonds.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeking capital preservation, and looking for a liquid, low-volatility investment. Suitable for investors nearing retirement, those seeking a fixed-income component in their portfolio, or those looking for a short-term parking place for cash.
Market Risk
SHY is best suited for long-term investors seeking stability and income, as well as active traders who use it to manage interest rate risk or reallocate assets.
Summary
The iShares 1-3 Year Treasury Bond ETF (SHY) provides exposure to a basket of U.S. Treasury bonds with maturities between one and three years, and offers a liquid and low-cost way to gain exposure to short-term government debt. It's ideal for risk-averse investors seeking capital preservation and income, or those looking for a safe-haven asset. Its performance is closely tied to movements in short-term interest rates, making it a useful tool for managing interest rate risk. SHY benefits from BlackRock's strong brand and the ETF's high liquidity.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- BlackRock.com
- Morningstar.com
- ETFdb.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. 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 1-3 Year 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 underlying index measures the performance of public obligations of the U.S. Treasury that have a remaining maturity of greater than or equal to one year and less than three years.

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