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Upturn AI SWOT - About
iShares 7-10 Year Treasury Bond ETF (IEF)
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Upturn Advisory Summary
04/01/2025: IEF (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 2.52% | Avg. Invested days 42 | 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 04/01/2025 |
Key Highlights
Volume (30-day avg) 8076107 | Beta 1.15 | 52 Weeks Range 88.03 - 97.37 | Updated Date 04/2/2025 |
52 Weeks Range 88.03 - 97.37 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares 7-10 Year Treasury Bond ETF
ETF Overview
Overview
The iShares 7-10 Year Treasury Bond ETF (IEF) seeks to track the investment results of an index composed of U.S. Treasury bonds with remaining maturities between 7 and 10 years. It offers exposure to a specific segment of the U.S. government bond market, providing a way to manage interest rate risk and diversify fixed income portfolios.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is a globally recognized and reputable asset management firm with a strong track record.
Management Expertise
BlackRock has extensive expertise in managing fixed income portfolios and ETF products, providing investors with confidence in their ability to manage the fund effectively.
Investment Objective
Goal
The fund seeks to track the investment results of an index composed of U.S. Treasury bonds with remaining maturities between 7 and 10 years.
Investment Approach and Strategy
Strategy: The fund employs a replication strategy, meaning it invests in a basket of securities designed to track the performance of the ICE U.S. Treasury 7-10 Year Bond Index.
Composition The ETF primarily holds U.S. Treasury bonds with maturities between 7 and 10 years.
Market Position
Market Share: IEF holds a significant market share in the intermediate-term Treasury ETF segment.
Total Net Assets (AUM): 11840000000
Competitors
Key Competitors
- Vanguard Intermediate-Term Treasury ETF (VGIT)
- SPDR Portfolio Intermediate Term Treasury ETF (SPTI)
- Schwab Intermediate-Term U.S. Treasury ETF (SCHR)
Competitive Landscape
The intermediate-term Treasury ETF market is competitive, with several large players offering similar products. IEF benefits from BlackRock's brand recognition and extensive distribution network, while competitors often compete on expense ratios. Some advantages of IEF are its high AUM and liquidity, while disadvantages are potentially higher expense ratios compared to some competitors.
Financial Performance
Historical Performance: Historical performance can be obtained from financial data providers such as Bloomberg, Yahoo Finance, or the iShares website.
Benchmark Comparison: The ETF's performance closely tracks the ICE U.S. Treasury 7-10 Year Bond Index.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
IEF exhibits high liquidity with a robust average daily trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's high liquidity and efficiency.
Market Dynamics
Market Environment Factors
Economic indicators like inflation, interest rate expectations, and Federal Reserve policy decisions significantly influence the performance of IEF.
Growth Trajectory
Growth trends mirror investor sentiment towards U.S. Treasury bonds and expectations for interest rate movements; changes to strategy and holdings are infrequent due to the index-tracking approach.
Moat and Competitive Advantages
Competitive Edge
IEF's primary competitive advantage lies in its size and liquidity, making it a preferred choice for institutional investors. BlackRock's established brand and distribution network also contribute to its market position. The fund's transparent index-tracking methodology and low tracking error provide investors with predictable exposure to the intermediate-term Treasury market. This, coupled with the financial strength of the issuer, enables IEF to consistently attract significant investment.
Risk Analysis
Volatility
IEF's volatility is generally low, reflecting the stability of U.S. Treasury bonds.
Market Risk
IEF is subject to interest rate risk, meaning its value can decline when interest rates rise. It also carries inflation risk and the risk of changes in government policy.
Investor Profile
Ideal Investor Profile
IEF is suitable for risk-averse investors seeking stable income and diversification within their fixed income portfolio. It is also used by institutional investors for tactical asset allocation and hedging purposes.
Market Risk
IEF is best for long-term investors seeking a core holding in their fixed income portfolio or for active traders seeking to manage interest rate risk.
Summary
The iShares 7-10 Year Treasury Bond ETF (IEF) provides investors with exposure to U.S. Treasury bonds with maturities between 7 and 10 years. It is a highly liquid and widely traded ETF, making it suitable for both long-term investors and active traders. The fund is subject to interest rate risk and inflation risk but offers a relatively stable and predictable investment profile. BlackRock's strong reputation and management expertise provide investors with confidence in the fund's operational efficiency. IEF is a core holding for fixed income portfolios, offering diversification and a hedge against economic uncertainty.
Similar Companies
- VGIT
- SPTI
- SCHR
- TLH
Sources and Disclaimers
Data Sources:
- iShares website
- Bloomberg
- Yahoo Finance
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data may not be precise and can vary slightly depending on the source and calculation methodology.
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 7-10 Year Treasury Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index measures the performance of public obligations of the U.S. Treasury that have a remaining maturity of greater than or equal to seven years and less than ten years. The fund will invest at least 80% of its assets in the component securities of the underlying index, and the fund 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.
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