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- Upturn Summary
- Fund Details
Upturn AI Summary
iShares 7-10 Year Treasury Bond ETF(IEF)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IEF
11/02/2026: IEF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
The iShares 7-10 Year Treasury Bond ETF (IEF) provides investors with efficient, liquid access to intermediate-term U.S. Treasury debt. By holding bonds with 7 to 10 years until maturity, it offers a balanced duration play that acts as a classic defensive hedge against equity market volatility. Its primary strengths are its immense liquidity, institutional-grade management by BlackRock, and low expense ratio, making it a standard tool for both conservative portfolios and active rate traders. Key risks include sensitivity to interest rate fluctuations and inflation, which directly impact bond pricing. It is best suited for investors seeking safety and those looking to adjust their portfolio duration within a broader asset allocation strategy.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This asset class generally does not offer the capital appreciation potential sought by growth-focused investors. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may use IEF to capitalize on trends in interest rate movements or broader market flight-to-safety signals. |
| Value investor | Weak fit | Treasury bonds are yield-based instruments and lack the valuation-driven upside potential typical of equity value investing. |
| Dividend/Income investor | Mixed fit | While it provides regular interest income, the yield is often lower than corporate bonds or dividend stocks, though it offers superior safety. |
| Low-risk investor | Strong fit | IEF provides high-quality, government-backed exposure that serves as a cornerstone for capital preservation in conservative portfolios. |
Investor Profile
Ideal Investor Profile
Conservative investors looking for capital preservation, or tactical investors looking to hedge equity exposure or speculate on interest rate moves.
Suitability
Best suited for both long-term buy-and-hold investors seeking core stability and active traders utilizing the instrument for interest rate positioning.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Intermediate Treasury prices fluctuate in response to interest rate changes, creating price volatility for the fund. |
| Market risk | Medium | Broader economic shifts affecting interest rates will directly influence the net asset value of the fund. |
| Concentration | High | The fund is concentrated in a specific duration segment of the U.S. Treasury curve, making it sensitive to that specific rate node. |
| Tracking/expense | Low | The fund is passively managed and has a low expense ratio, minimizing tracking error. |
| Liquidity | Low | The high liquidity of underlying Treasury bonds ensures ease of trading for the fund. |
| Business/sector quality | Low / none | There is virtually no credit risk as the bonds are backed by the U.S. government. |
Risk Analysis
Volatility
IEF exhibits moderate historical volatility that is fundamentally linked to interest rate duration risk rather than credit risk.
Market Risk
The primary market risk is interest rate risk; if rates rise, the price of the bonds held by the ETF falls.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | U.S. Treasury Notes (7-10 Year Maturity) | 99.5 | This provides core exposure to the intermediate portion of the U.S. Treasury yield curve. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | A small cash buffer is maintained to manage daily fund operations and liquidity requirements. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 9.87% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/02/2026 |
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