iShares 1-3 Year Treasury Bond ETF | SHY (2024)

Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Fund Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies; 6MSCI Implied Temperature Rise

For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. Please refer to the fund’s prospectus for more information. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document.

Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. MSCI has established an information barrier between equity index research and certain Information. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited.

Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting the iShares ETF and BlackRock Mutual Fund prospectus pages. Read the prospectus carefully before investing.

Investing involves risk, including possible loss of principal.

If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available.

Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemed from the fund. Any applicable brokerage commissions will reduce returns. Beginning August 10, 2020, market price returns for BlackRock and iShares ETFs are calculated using the closing price and account for distributions from the fund. Prior to August 10, 2020, market price returns for BlackRock and iShares ETFs were calculated using the midpoint price and accounted for distributions from the fund. The midpoint is the average of the bid/ask prices at 4:00 PM ET (when NAV is normally determined for most ETFs). The returns shown do not represent the returns you would receive if you traded shares at other times.

Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results.

After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on the investor's tax situation and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their fund shares through tax-deferred arrangements such as 401(k) plans or individual retirement accounts.

Certain sectors and markets perform exceptionally well based on current market conditions and iShares Funds can benefit from that performance. Achieving such exceptional returns involves the risk of volatility and investors should not expect that such results will be repeated.

Distribution Yield and 12m Trailing Yield results may have period over period volatility due to factors including tax considerations such as treatment of passive foreign investment companies (PFICs), treatment of defaulted bonds or excise tax requirements; exceptional corporate actions; seasonality of dividends from underlying holdings; significant fluctuations in fund shares outstanding; or fund capital gain distributions.

Options involve risk and are not suitable for all investors. Prior to buying or selling an option, a person must receive a copy of "Characteristics and Risks of Standardized Options." Copies of this document may be obtained from your broker, from any exchange on which options are traded or by contacting The Options Clearing Corporation, One North Wacker Dr., Suite 500, Chicago, IL 60606 (1-888-678-4667). The document contains information on options issued by The Options Clearing Corporation. The document discusses exchange traded options issued by The Options Clearing Corporation and is intended for educational purposes. No statement in the document should be construed as a recommendation to buy or sell a security or to provide investment advice.

If you need further information, please feel free to call the Options Industry Council Helpline. They will be able to provide you with balanced options education and tools to assist you with your iShares options questions and trading. The Options Industry Council Helpline phone number is 1-888-Options (1-888-678-4667) and its website is

BlackRock provides compensation in connection with obtaining or using third-party ratings and rankings.

The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Bloomberg, BlackRock Index Services, LLC, Cohen & Steers, European Public Real Estate Association (“EPRA® ”), FTSE International Limited (“FTSE”), ICE Data Indices, LLC, NSE Indices Ltd, JPMorgan, JPX Group, London Stock Exchange Group (“LSEG”), MSCI Inc., Markit Indices Limited, Morningstar, Inc., Nasdaq, Inc., National Association of Real Estate Investment Trusts (“NAREIT”), Nikkei, Inc., Russell or S&P Dow Jones Indices LLC. None of these companies make any representation regarding the advisability of investing in the Funds. With the exception of BlackRock Index Services, LLC, who is an affiliate, BlackRock Investments, LLC is not affiliated with the companies listed above.

Neither FTSE nor NAREIT makes any warranty regarding the FTSE NAREIT Equity REITS Index, FTSE NAREIT All Residential Capped Index or FTSE NAREIT All Mortgage Capped Index; all rights vest in NAREIT. Neither FTSE nor NAREIT makes any warranty regarding the FTSE EPRA/NAREIT Developed Real Estate ex-U.S. Index, FTSE EPRA/NAREIT Developed Europe Index or FTSE EPRA/NAREIT Global REIT Index; all rights vest in FTSE, NAREIT and EPRA.“FTSE®” is a trademark of London Stock Exchange Group companies and is used by FTSE under license.

© 2024 BlackRock, Inc. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All other marks are the property of their respective owners.


As a seasoned expert in the field of environmental, social, and governance (ESG) investing, I have an in-depth understanding of the concepts and methodologies behind sustainable finance. My experience encompasses a broad spectrum of topics, including ESG fund ratings, index carbon footprint metrics, business involvement screening research, ESG screened index methodology, ESG controversies, and MSCI implied temperature rise.

Let's delve into the key concepts mentioned in the article:

  1. ESG Fund Ratings:

    • ESG Fund Ratings assess the environmental, social, and governance performance of investment funds. These ratings provide investors with insights into how well a fund aligns with sustainability criteria.
  2. Index Carbon Footprint Metrics:

    • Index Carbon Footprint Metrics measure the greenhouse gas emissions associated with the companies within an investment index. This information helps investors evaluate the environmental impact of their portfolios.
  3. Business Involvement Screening Research:

    • Business Involvement Screening Research involves assessing the extent to which companies within a fund are involved in specific activities. These activities can be related to controversial industries or practices, and the screening aims to identify and manage associated risks.
  4. ESG Screened Index Methodology:

    • ESG Screened Index Methodology involves the process of constructing an investment index by applying ESG criteria. This may include excluding companies that do not meet certain sustainability standards or incorporating positive screens for companies with strong ESG performance.
  5. ESG Controversies:

    • ESG Controversies refer to issues or incidents related to environmental, social, or governance factors that may impact a company's reputation and performance. Managing and addressing these controversies is crucial in ESG investing.
  6. MSCI Implied Temperature Rise:

    • MSCI Implied Temperature Rise is a metric used to estimate the potential contribution of a portfolio to global warming. It quantifies the temperature increase associated with the greenhouse gas emissions from companies within the portfolio.

The article also mentions the importance of considering corporate actions and situations that may lead funds or indices to hold securities that do not comply with ESG criteria. Additionally, it highlights the role of index providers, such as MSCI, in applying screening criteria, including revenue thresholds, to create ESG-focused indices.

Furthermore, the disclaimer emphasizes the information's source, MSCI ESG Research LLC, and underscores the need for careful consideration of investment objectives, risks, and charges. It also points out the role of MSCI in establishing information barriers and highlights that the information provided does not constitute financial advice.

In conclusion, this article provides a comprehensive overview of various aspects of ESG investing, detailing the methodologies used by MSCI and emphasizing the importance of due diligence for investors.

iShares 1-3 Year Treasury Bond ETF | SHY (2024)


Why not to invest in bond ETFs? ›

In other words, bond ETFs are at risk if the borrower defaults as this means they may not pay the entire amount of the bond back. While there is no debt to an equity ETF, the underlying companies can still incur losses and lose value.

Is SHY a good investment? ›

Advantages: Stability: As SHY invests in short-term U.S. Treasuries, it offers a high degree of stability, making it a safe-haven investment during times of market volatility. Attractive Yield: With an average yield to maturity of 4.56%, SHY provides an attractive income stream for investors.

What is the highest yielding Treasury ETF? ›

5 High-Yielding U.S. Treasury ETFs
  • Vanguard Extended Duration Treasury ETF EDV.
  • SPDR Portfolio Long Term Treasury ETF SPTL.
  • Schwab Long-Term US Treasury ETF SCHQ.
  • Vanguard Short-Term Treasury ETF VGSH.
  • SPDR Portfolio Short Term Treasury ETF SPTS.
Feb 5, 2024

Are Treasury ETFs worth it? ›

Treasury ETFs have high credit quality and steady income, and they are relatively liquid. Treasury ETFs do have some risks, such as interest rate and market risks. You also don't hold Treasurys directly—considered the lowest-risk investments—but shares of the ETF.

Is it better to buy bonds or bond ETFs? ›

For many investors, investing in the right bond funds can be a better option than holding a portfolio of individual bonds. Bond ETFs can provide better diversification — often for a lower cost — can offer higher liquidity, and can be easier to implement.

What are the problems with bond ETFs? ›

Disadvantages of Investing in Bond ETFs

Interest rate risk: Like individual bonds, Bond ETFs are subject to interest rate risk. When interest rates rise, bond prices typically fall, and this can lead to capital losses for investors in bond ETFs.

Are shy people trustworthy? ›

Since you don't toot your own horn and aren't the first to tell everyone about your accomplishments, others may find you more believable and trustworthy. This can also make you a better leader.

Why does shy yield so low? ›

SHY's purpose is to hold bonds with a remaining maturity of 1-3 years, which as I understand it means they more or less never hold bonds till maturity; that means SHY's yield comes from actual coupon payments together with time decay of holdings that were purchased below par.

Do shy people get successful? ›

You can be successful whatever success means to you. There is no limit to what you can achieve. People who are shy or lacking in self esteem, self belief, or self confidence can live the successful life that they have always dreamed of.

What ETF has 12% yield? ›

Top 100 Highest Dividend Yield ETFs
SymbolNameDividend Yield
TUGNSTF Tactical Growth & Income ETF12.10%
PEXProShares Global Listed Private Equity ETF12.09%
QYLDGlobal X NASDAQ 100 Covered Call ETF12.03%
SDIVGlobal X SuperDividend ETF11.95%
93 more rows

What is the best Treasury bond to buy now? ›

  • Vanguard Total World Bond ETF (BNDW)
  • Vanguard Core-Plus Bond ETF (VPLS)
  • DoubleLine Commercial Real Estate ETF (DCRE)
  • Global X 1-3 Month T-Bill ETF (CLIP)
  • SPDR Portfolio Corporate Bond ETF (SPBO)
  • JPMorgan Ultra-Short Income ETF (JPST)
  • iShares 7-10 Year Treasury Bond ETF (IEF)
  • iShares 10-20 Year Treasury Bond ETF (TLH)
Apr 8, 2024

Is there a 1 year treasury ETF? ›

The Goldman Sachs Access Treasury 0–1 Year ETF (the “Fund”) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the FTSE US Treasury 0-1 Year Composite Select Index (Total Return, Unhedged, USD)(the “Index”), which is designed to measure the performance of U.S. ...

How safe are Treasury ETFs? ›

They are considered one of the safest investments because they are backed by the full faith and credit of the U.S. government. Short-term Treasury ETFs specifically focus on Treasuries with shorter durations, which means these securities typically have maturities ranging from a few months to a few years.

What is one downside to investing in Treasuries? ›

But while they are lauded for their security and reliability, potential drawbacks such as interest rate risk, low returns and inflation risk must be carefully considered. If you're interested in investing in Treasury bonds or have other questions about your portfolio, consider speaking with a financial advisor.

Can you lose money investing in US Treasuries? ›

The No. 1 advantage that T-bills offer relative to other investments is the fact that there's virtually zero risk that you'll lose your initial investment. The government backs these securities so there's much less need to worry that you could lose money in the deal compared to other investments.

Why is it risky to invest in bonds? ›

The biggest risk for bonds is typically considered to be interest rate risk, also known as market risk or price risk. Interest rate risk refers to the potential for the value of a bond to fluctuate in response to changes in prevailing interest rates in the market.

What is the disadvantage of bond fund? ›

The disadvantages of bond funds include higher management fees, the uncertainty created with tax bills, and exposure to interest rate changes.

What is the downside of investing in bonds? ›

What are the disadvantages of bonds? Although bonds provide diversification, holding too much of your portfolio in this type of investment might be too conservative an approach. The trade-off you get with the stability of bonds is you will likely receive lower returns overall, historically, than stocks.

What are the cons of a bond fund? ›

The downside to owning bond funds is: The management fee: Management fees for the more actively traded bond funds can be higher, which may lead to lower returns.

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