UTRE

US Treasury 3 Year Note ETF

$49.80
+0.00%
Market closed. Last update: 12:27 PM ET

📎 Investment Objective

The UTRE - US Treasury 3 Year Note ETF seeks to track the performance of the U.S. Treasury 3-Year Note Index, providing investors with exposure to short-term U.S. government debt.

Overview

ETF tracking US Treasury 3 Year Note ETF

Category Treasury
Issuer Other
Inception Date 2023-03-28
Market Cap $9.5M
Average Volume N/A
Dividend Yield 3.05%
52-Week Range $48.66 - $50.06
VWAP $49.85

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The UTRE - US Treasury 3 Year Note ETF seeks to track the performance of the U.S. Treasury 3-Year Note Index, providing investors with exposure to short-term U.S. government debt.

🎯 Investment Strategy

The ETF invests primarily in U.S. Treasury notes with approximately 3 years to maturity. By holding these low-risk government securities, the fund aims to generate income and preserve capital while closely tracking the target index.

✨ Key Features

  • Focuses on short-term U.S. Treasury notes with 3-year maturities
  • Designed to provide stable income and low-risk exposure to U.S. government debt
  • Tracks the performance of the U.S. Treasury 3-Year Note Index
  • Extremely low expense ratio of 0.00%

⚠️ Primary Risks

  • Interest rate risk: The value of the fund's holdings may decline if interest rates rise
  • Reinvestment risk: Coupon payments may need to be reinvested at lower yields as interest rates change
  • Limited growth potential: As a short-term Treasury fund, returns may be lower than longer-duration bond funds
  • Lack of performance history: This is a new fund with no long-term track record

👤 Best For

The UTRE ETF may be suitable for conservative investors seeking stable income and low-risk exposure to U.S. government debt as part of a diversified portfolio. It is particularly well-suited for investors with a short-term time horizon who want to preserve capital while generating modest returns.