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Upturn AI SWOT - About
iShares 7-10 Year Treasury Bond ETF (IEF)
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Upturn Advisory Summary
08/07/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit 8.38% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/07/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.15 | 52 Weeks Range 89.65 - 96.88 | Updated Date 06/30/2025 |
52 Weeks Range 89.65 - 96.88 | Updated Date 06/30/2025 |
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 focuses on providing exposure to intermediate-term U.S. government bonds and employs a passive investment strategy.
Reputation and Reliability
iShares (BlackRock) is a reputable and reliable ETF issuer with a long track record of managing various investment products.
Management Expertise
BlackRock has extensive experience and expertise in managing fixed-income ETFs.
Investment Objective
Goal
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 ETF employs a replication strategy, aiming to hold all or a representative sample of the securities included in 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 bond ETF segment.
Total Net Assets (AUM): 22520000000
Competitors
Key Competitors
- SPDR Portfolio Intermediate Term Treasury ETF (SPTI)
- Vanguard Intermediate-Term Treasury ETF (VGIT)
- Schwab Intermediate-Term U.S. Treasury ETF (SCHR)
Competitive Landscape
The intermediate-term Treasury ETF market is competitive, with IEF being a leading player. IEF benefits from BlackRock's strong brand and large AUM, leading to high liquidity. However, competitors like SPTI and VGIT often have slightly lower expense ratios, making them attractive to cost-conscious investors. IEF has a longer operating history than competitors.
Financial Performance
Historical Performance: Historical performance varies depending on interest rate movements. Investors should refer to official fund documents for specific performance data.
Benchmark Comparison: The ETF's performance closely tracks the ICE U.S. Treasury 7-10 Year Bond Index. Any deviations are primarily due to tracking error and fund expenses.
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 for IEF is typically tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Interest rate changes, inflation expectations, and Federal Reserve policy significantly impact IEF's performance.
Growth Trajectory
Growth is influenced by overall demand for fixed-income investments and investor sentiment towards U.S. Treasury bonds. No strategy or holding changes were made.
Moat and Competitive Advantages
Competitive Edge
IEF's competitive advantages stem from its large AUM, high trading volume, and the established reputation of iShares/BlackRock. The fund's size allows for efficient trading and tight tracking of its underlying index. It's well-established and recognized in the market, making it a preferred choice for many investors seeking intermediate-term Treasury exposure. It also has access to BlackRock's resources, which provides an advantage over its competitors.
Risk Analysis
Volatility
IEF's volatility is relatively low compared to equity ETFs, but it is sensitive to interest rate fluctuations.
Market Risk
The primary market risk is interest rate risk, as rising interest rates can lead to a decrease in the ETF's net asset value.
Investor Profile
Ideal Investor Profile
IEF is suitable for investors seeking stable income and diversification through U.S. Treasury bonds and for those looking to hedge against equity market volatility.
Market Risk
IEF is suitable for long-term investors, passive index followers, and those seeking to balance their portfolio with fixed-income assets.
Summary
The iShares 7-10 Year Treasury Bond ETF (IEF) offers exposure to intermediate-term U.S. Treasury bonds, making it suitable for investors seeking stable income and diversification. Its large AUM and tight tracking of the ICE U.S. Treasury 7-10 Year Bond Index make it a popular choice. The ETF is sensitive to interest rate risk, so investors should consider the current interest rate environment. While the expense ratio is competitive, similar ETFs may have lower costs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- BlackRock.com
- ETF.com
- Morningstar.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.