iShares 1-3 Year Treasury Bond ETF Fact Sheet

The iShares 1-3 Year Treasury Bond ETF (SHY) tracks short-term U.S. Treasury bonds with 1-3 years to maturity. It offers low interest rate sensitivity and capital preservation.

About iShares 1-3 Year Treasury Bond ETF

What is iShares 1-3 Year Treasury Bond ETF?

SHY was launched in 2002 and tracks the ICE U.S. Treasury 1-3 Year Bond Index. The fund holds U.S. Treasury bonds with 1-3 year maturities. SHY has very low duration (~2 years), making it much less sensitive to interest rate changes than longer-term bond ETFs. It's suitable for capital preservation and parking cash with minimal volatility.

Expense Ratio

0.15%

Assets Under Management

~$20B

Holdings

~10 Treasury bonds

Underlying

ICE U.S. Treasury 1-3 Year Bond Index

Dividend Yield

~4.5%

Distribution

Monthly

Trading Costs & Liquidity

How much does it cost to trade SHY?

SHY has an expense ratio of 0.15% ($15 annually per $10,000). Spreads are typically 1 cent. Options market has limited liquidity.

Position Sizing

Position sizing formula

Formula: Shares = (Account Size × Risk %) / (Entry Price - Stop Loss Price)

Example: For a $10,000 account risking 1% ($100), with SHY at $82 and a stop at $81.50: Risk per share = $0.50. Shares = $100 / $0.50 = 200 shares. Position value = 200 × $82 = $16,400.

Volatility & Behavior

How volatile is SHY?

SHY's average daily range is 0.1-0.3%, very low due to short duration. Even during rate changes, SHY remains relatively stable.

Trading Behavior

Best trading windows & catalysts

Best Trading Windows

  • Cash parking: SHY offers yield with minimal volatility vs cash.

Price Catalysts

  • Federal Reserve rate decisions (immediate impact)
  • Short-term Treasury yield movements
  • Money market fund competition
  • Yield curve changes

Beginner Trading Playbook

Common trading strategies

Capital Preservation

Preserve capital with yield.

Timeframe: Monthly
Entry: Hold SHY as a cash alternative.
Stop: Not applicable for capital preservation.
Target: Hold until cash needed or better opportunity arises.

Risk Checklist

Key risks to understand

  • Reinvestment risk: Yields may be lower when bonds mature
  • Opportunity cost: May miss equity returns
  • Inflation risk: Real yields can be negative
  • Lower long-term returns than longer bonds
  • Rate hikes still cause some losses (though minimal)
  • Lagged response to rate changes

If you're researching individual, this guide explains the essentials in plain language. FAQ

Frequently Asked Questions

Is SHY safer than TLT?

SHY has much lower interest rate risk due to its 2-year duration vs TLT's 17-year duration. SHY is much less volatile but also has less upside during rate cuts. SHY is better for capital preservation.

What's the difference between SHY and SGOV?

SHY holds 1-3 year Treasury bonds. SGOV holds 0-3 month Treasury bills. SGOV has nearly zero duration and tracks Fed funds rate more closely. SHY offers slightly more duration risk but potentially higher yield in normal yield curve environments.

What is the key purpose of trading iShares 1-3 Year Treasury Bond ETF?

iShares 1-3 Year Treasury Bond ETF should fit a defined strategy, clear risk limits, and realistic execution conditions before you deploy capital.

How should beginners approach iShares 1-3 Year Treasury Bond ETF?

Start with smaller size, focus on one setup, and validate results in a journal before scaling risk.

Disclaimer

Educational content only. Not financial advice. Trading ETFs involves substantial risk of loss due to market volatility, leverage, economic events, and tracking error. Leveraged and inverse ETFs carry additional risk and are only suitable for short-term trading. Past performance is not indicative of future results. Always conduct your own research and consult with a qualified financial advisor before trading.

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