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Upturn AI SWOT - About
iShares 20+ Year Treasury Bond ETF (TLT)
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Upturn Advisory Summary
10/30/2025: TLT (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 5.21% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 2.16 | 52 Weeks Range 82.99 - 98.48 | Updated Date 06/29/2025 |
52 Weeks Range 82.99 - 98.48 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares 20+ Year Treasury Bond ETF
ETF Overview
Overview
The iShares 20+ Year Treasury Bond ETF (TLT) seeks to track the investment results of an index composed of U.S. Treasury bonds with remaining maturities greater than twenty years, providing exposure to long-term U.S. government debt.
Reputation and Reliability
BlackRock is a leading global investment management firm with a strong reputation for providing reliable and innovative ETF products.
Management Expertise
BlackRock has extensive expertise in fixed income investing and ETF management, ensuring efficient portfolio construction and tracking.
Investment Objective
Goal
To track the investment results of an index composed of U.S. Treasury bonds with remaining maturities greater than twenty years.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the ICE U.S. Treasury 20+ Year Bond Index.
Composition The ETF primarily holds U.S. Treasury bonds with maturities of 20 years or more.
Market Position
Market Share: TLT holds a significant market share within the long-term treasury bond ETF segment.
Total Net Assets (AUM): 46660000000
Competitors
Key Competitors
- Vanguard Long-Term Treasury ETF (VGLT)
- SPDR Portfolio Long Term Treasury ETF (SPTL)
- Schwab Long-Term U.S. Treasury ETF (SCHQ)
Competitive Landscape
The long-term Treasury ETF market is dominated by a few key players. TLT benefits from strong brand recognition and high liquidity, but faces competition from VGLT, SPTL, and SCHQ, which often offer slightly lower expense ratios. TLT's higher AUM and trading volume may be advantageous for some investors.
Financial Performance
Historical Performance: Historical performance data is not directly included due to constant fluctuations. Consult financial data providers for up-to-date information.
Benchmark Comparison: Performance closely tracks the ICE U.S. Treasury 20+ Year Bond Index.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
TLT exhibits high liquidity, with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread for TLT is generally tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic factors like interest rate changes, inflation expectations, and Federal Reserve policy significantly impact TLT's performance.
Growth Trajectory
TLT's growth is primarily influenced by investor sentiment towards long-term U.S. Treasury bonds and broader macroeconomic conditions. There have been no major shifts in strategy or holdings.
Moat and Competitive Advantages
Competitive Edge
TLT's competitive edge lies in its high AUM, leading to superior liquidity and tighter bid-ask spreads. As the largest ETF in its category, it benefits from network effects and ease of trading. The established track record of BlackRock also enhances investor confidence. This combination of factors makes TLT a preferred choice for many institutional and retail investors seeking exposure to long-term U.S. Treasuries.
Risk Analysis
Volatility
TLT exhibits high volatility due to its exposure to long-term interest rate risk; fluctuations in interest rates can significantly impact its price.
Market Risk
TLT is subject to interest rate risk, inflation risk, and potential changes in U.S. government creditworthiness.
Investor Profile
Ideal Investor Profile
The ideal investor profile for TLT includes those seeking long-term capital appreciation, hedging against deflationary environments, or diversifying fixed income portfolios.
Market Risk
TLT is suitable for long-term investors seeking to allocate a portion of their portfolio to U.S. Treasury bonds, but it is less suitable for active traders due to its high volatility.
Summary
The iShares 20+ Year Treasury Bond ETF (TLT) is a popular choice for investors seeking exposure to long-term U.S. Treasury bonds. With its high AUM and liquidity, it offers efficient access to this asset class. However, its susceptibility to interest rate fluctuations makes it a riskier investment. Therefore, investors should consider their risk tolerance and investment objectives before investing in TLT.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares Official Website
- Morningstar
- Yahoo Finance
- ETFdb.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market conditions are dynamic and can change rapidly.
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 20+ 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 the advisor 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 greater than or equal to twenty years.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.