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SHY
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iShares 1-3 Year Treasury Bond ETF (SHY)

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$82.4
Last Close (24-hour delay)
Profit since last BUY0.45%
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BUY since 24 days
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Upturn Advisory Summary

07/08/2025: SHY (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 7.1%
Avg. Invested days 77
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/08/2025

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

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iShares 1-3 Year Treasury Bond ETF

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo Management Expertise

BlackRock has extensive experience in fixed income management and a large team of professionals dedicated to managing iShares ETFs.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.