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Upturn AI SWOT - About
iShares 20+ Year Treasury Bond ETF (TLT)
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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
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 Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| 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 |
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. 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.
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.
Management Expertise
BlackRock has extensive experience and expertise in managing fixed-income ETFs, with a dedicated team focused on bond market strategies.
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 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
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.
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.