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TLT
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iShares 20+ Year Treasury Bond ETF (TLT)

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$86.99
Last Close (24-hour delay)
Profit since last BUY-0.09%
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BUY since 9 days
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Upturn Advisory Summary

07/10/2025: TLT (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit -0.06%
Avg. Invested days 39
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/10/2025

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

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iShares 20+ Year Treasury Bond ETF

stock logo

ETF Overview

overview logo 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. It provides exposure to the long-term U.S. Treasury market and is generally used for interest rate exposure or as a hedge against equity market downturns.

reliability logo Reputation and Reliability

BlackRock is a reputable and reliable issuer, one of the world's largest asset managers with a long track record of managing ETFs.

reliability logo Management Expertise

BlackRock has extensive experience and expertise in managing fixed-income ETFs, with a dedicated team focused on bond market strategies.

Investment Objective

overview logo 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 track the ICE U.S. Treasury 20+ Year Bond Index.

Composition The ETF primarily holds U.S. Treasury bonds with maturities greater than 20 years.

Market Position

Market Share: TLT holds a significant market share in the long-term Treasury bond ETF segment.

Total Net Assets (AUM): 4770000000

Competitors

overview logo Key Competitors

  • Vanguard Long-Term Treasury ETF (VGLT)
  • SPDR Portfolio Long Term Treasury ETF (SPTL)
  • PIMCO 25+ Year Zero Coupon U.S. Treasury Index ETF (ZROZ)

Competitive Landscape

The long-term Treasury ETF market is competitive, with TLT being a dominant player. TLT's advantages include its high AUM, liquidity, and long track record. VGLT offers a slightly lower expense ratio, while ZROZ provides exposure to zero-coupon bonds, which are more sensitive to interest rate changes. The ETF has faced disadvantages of high sensitivity to interest rate changes due to its long-term focus.

Financial Performance

Historical Performance: Historical performance data should be obtained from reliable financial data providers such as Bloomberg, Yahoo Finance, or the iShares website.

Benchmark Comparison: TLT's performance should be compared to the ICE U.S. Treasury 20+ Year Bond Index.

Expense Ratio: 0.15

Liquidity

Average Trading Volume

TLT has high average trading volume, making it easy for investors to buy and sell shares quickly.

Bid-Ask Spread

TLT typically has a narrow bid-ask spread, indicating high liquidity and lower trading costs.

Market Dynamics

Market Environment Factors

Interest rate expectations, inflation, and Federal Reserve policy significantly impact TLT's performance.

Growth Trajectory

TLT's growth is closely tied to the demand for long-term U.S. Treasury bonds as a safe haven asset or for interest rate hedging.

Moat and Competitive Advantages

Competitive Edge

TLT benefits from its large AUM, high liquidity, and established brand recognition as a leading long-term Treasury ETF. Its size enables tighter tracking of the underlying index. The ETF's high trading volume facilitates efficient execution for both large and small investors. TLT's established presence and reliable performance have fostered investor trust and loyalty. These factors combine to create a competitive advantage in the long-term Treasury bond ETF market. It offers a cost-effective and convenient way to gain exposure to long-term U.S. Treasury bonds.

Risk Analysis

Volatility

TLT is subject to high volatility due to its sensitivity to interest rate changes.

Market Risk

The primary market risk is interest rate risk, as bond prices move inversely to interest rates; higher interest rates can decrease bond values.

Investor Profile

Ideal Investor Profile

TLT is suitable for investors seeking exposure to long-term U.S. Treasury bonds, either for income, diversification, or hedging purposes.

Market Risk

TLT may be suitable for long-term investors, active traders seeking to profit from interest rate movements, or those using it as a hedge against equity market risk.

Summary

The iShares 20+ Year Treasury Bond ETF (TLT) offers exposure to long-term U.S. Treasury bonds and is heavily influenced by interest rate movements. It is a high volatile ETF, offering a way to either hedge or gain from interest rate exposure. With substantial AUM and liquidity, TLT serves as a primary tool for investors in the long-term Treasury bond market. The ETF's performance is closely linked to interest rate expectations, inflation, and the Federal Reserve's monetary policy.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • iShares website
  • Bloomberg
  • Yahoo Finance

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions. Market data is as of the time of analysis and is subject to change.

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 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.