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Upturn AI SWOT - About
iShares 3-7 Year Treasury Bond ETF (IEI)
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Upturn Advisory Summary
04/01/2025: IEI (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
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 4.55% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1992117 | Beta 0.7 | 52 Weeks Range 109.98 - 118.38 | Updated Date 04/2/2025 |
52 Weeks Range 109.98 - 118.38 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares 3-7 Year Treasury Bond ETF
ETF Overview
Overview
The iShares 3-7 Year Treasury Bond ETF (IEI) seeks to track the investment results of an index composed of U.S. Treasury bonds with remaining maturities between three and seven years. It offers exposure to a specific segment of the U.S. Treasury yield curve, providing a relatively conservative fixed income investment option.
Reputation and Reliability
BlackRock, the issuer, is one of the world's largest asset managers with a strong reputation and extensive experience in managing ETFs.
Management Expertise
BlackRock has a dedicated team of fixed income professionals with expertise in managing treasury bond portfolios.
Investment Objective
Goal
To track the investment results of an index composed of U.S. Treasury bonds with remaining maturities between three and seven years.
Investment Approach and Strategy
Strategy: IEI aims to track the ICE US Treasury 3-7 Year Bond Index.
Composition The ETF holds a portfolio of U.S. Treasury bonds with maturities ranging from 3 to 7 years.
Market Position
Market Share: IEI holds a significant market share within the intermediate-term Treasury ETF category.
Total Net Assets (AUM): 24630000000
Competitors
Key Competitors
- Schwab Intermediate-Term U.S. Treasury ETF (SCHR)
- Vanguard Intermediate-Term Treasury ETF (VGIT)
- SPDR Portfolio Intermediate Term Treasury ETF (SPTI)
Competitive Landscape
The intermediate-term Treasury ETF market is competitive, with several large players. IEI's advantages include its long track record and high AUM, while competitors like SCHR and VGIT offer lower expense ratios. SPTI offer a different expense ratio and target portfolio allocation.
Financial Performance
Historical Performance: Historical performance can be obtained from financial data providers. Past performance is not indicative of future results.
Benchmark Comparison: IEI's performance is closely tied to the performance of the ICE US Treasury 3-7 Year Bond Index.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
IEI exhibits high liquidity, as evidenced by its substantial average trading volume.
Bid-Ask Spread
IEI generally has a tight bid-ask spread, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Interest rate changes, inflation expectations, and economic growth influence the performance of IEI.
Growth Trajectory
The growth trajectory of IEI depends on investor demand for intermediate-term Treasury exposure and overall market conditions. There have been no significant changes to the investment strategy.
Moat and Competitive Advantages
Competitive Edge
IEI's competitive advantage stems from BlackRock's established brand, its high AUM which translates into liquidity, and its focus on intermediate-term Treasuries. This specialization provides targeted exposure to this specific segment of the yield curve. The fund benefits from BlackRock's expertise in managing fixed income portfolios. Its significant AUM allows for efficient trading and narrower bid-ask spreads.
Risk Analysis
Volatility
IEI's volatility is generally low compared to equity ETFs, but it is sensitive to interest rate changes.
Market Risk
The primary risk is interest rate risk; rising interest rates can lead to a decline in bond prices and ETF value.
Investor Profile
Ideal Investor Profile
IEI is suitable for investors seeking a low-risk, relatively stable income stream from U.S. Treasury bonds. It is suitable for those looking for diversification and a hedge against equity market volatility.
Market Risk
IEI is best suited for long-term investors seeking stable returns and diversification.
Summary
The iShares 3-7 Year Treasury Bond ETF (IEI) provides targeted exposure to intermediate-term U.S. Treasury bonds, offering a relatively low-risk investment option for income-seeking and risk-averse investors. Its performance is closely linked to interest rate movements. Backed by BlackRock, it benefits from high liquidity and a robust management team. Its sensitivity to interest rate fluctuations is a crucial consideration for potential investors. IEI is suitable for long-term investors looking for stable returns and diversification benefits.
Similar Companies
- VGIT
- SCHR
- SPTI
- IEF
- GOVT
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market share data is approximate and may vary depending on the source and calculation methodology. Past performance is not indicative of future results.
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 3-7 Year Treasury Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of public obligations of the U.S. Treasury that have a remaining maturity of greater than or equal to three years and less than seven years. The fund will invest at least 80% of its assets in the component securities of the index, and the fund will invest at least 90% of its assets in U.S. Treasury securities that BFA believes will help the fund track the index.
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