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iShares 1-3 Year Treasury Bond ETF (SHY)
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Upturn Advisory Summary
12/04/2025: SHY (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.14% | Avg. Invested days 94 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/04/2025 |
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 provides exposure to short-term U.S. government debt, offering a conservative investment option.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is one of the world's largest asset managers with a strong reputation and extensive experience in the ETF market.
Management Expertise
BlackRock has a dedicated team of portfolio managers and analysts with deep expertise in fixed income markets.
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 aims to track the ICE US Treasury 1-3 Year Bond Index.
Composition The ETF holds U.S. Treasury bonds with remaining maturities between one and three years. It primarily invests in government-backed securities.
Market Position
Market Share: The iShares 1-3 Year Treasury Bond ETF (SHY) holds a significant portion of the market share among short-term Treasury ETFs.
Total Net Assets (AUM): 27940000000
Competitors
Key Competitors
- Vanguard Short-Term Treasury ETF (VGSH)
- SPDR Portfolio Short Term Treasury ETF (SPTS)
- Invesco Treasury Collateral ETF (CLTL)
Competitive Landscape
The competitive landscape for short-term Treasury ETFs is dominated by a few large players. SHY has a high AUM, offering high liquidity and tight spreads, but VGSH is a notable competitor with a slightly lower expense ratio. SPTS offers a low cost alternative, but with lower AUM.
Financial Performance
Historical Performance: Historical performance data is readily available from the iShares website and other financial data providers. Specific numerical performance figures depend on the time period analyzed.
Benchmark Comparison: The ETF's performance closely tracks the ICE US Treasury 1-3 Year Bond Index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The average trading volume of SHY is very high, reflecting substantial liquidity, and making it easy to buy and sell shares.
Bid-Ask Spread
The bid-ask spread of SHY is typically very tight, indicating low trading costs and high liquidity.
Market Dynamics
Market Environment Factors
Changes in interest rates, monetary policy, and economic growth influence the ETFu2019s performance. Expectations about Federal Reserve policy have a particularly strong impact.
Growth Trajectory
The ETF's growth trajectory is closely tied to the overall demand for short-term U.S. Treasury bonds, which can fluctuate based on macroeconomic conditions and investor sentiment.
Moat and Competitive Advantages
Competitive Edge
SHY benefits from BlackRock's established brand and extensive distribution network, which contribute to its high AUM and liquidity. The ETF's low expense ratio and tight tracking of its benchmark index also make it an attractive option for investors. The ETF's first-mover advantage and scale have enabled it to maintain its position as a leader in the short-term Treasury ETF market. Its market share is very high, which helps to keep costs low.
Risk Analysis
Volatility
The ETF has relatively low volatility due to the nature of short-term U.S. Treasury bonds.
Market Risk
The ETF is subject to interest rate risk, meaning its value may decline when interest rates rise. Credit risk is negligible due to the ETF's focus on U.S. Treasury bonds.
Investor Profile
Ideal Investor Profile
SHY is suitable for conservative investors seeking a safe and liquid investment option. It is ideal for those looking to preserve capital and generate modest returns.
Market Risk
SHY is best suited for long-term investors and passive index followers who prioritize capital preservation over high returns.
Summary
The iShares 1-3 Year Treasury Bond ETF (SHY) provides exposure to short-term U.S. Treasury bonds. It is a low-risk investment option suitable for conservative investors seeking capital preservation. BlackRock's strong reputation and high AUM contribute to its liquidity and tight tracking of its benchmark index. However, the ETF is subject to interest rate risk, and its returns are likely to be modest. The expense ratio is also very low when compared to its competitors.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and risk tolerance. Market data is subject to change.
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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