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iShares 3-7 Year Treasury Bond ETF (IEI)



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Upturn Advisory Summary
07/08/2025: IEI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 8.18% | Avg. Invested days 82 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 0.7 | 52 Weeks Range 111.44 - 119.19 | Updated Date 06/30/2025 |
52 Weeks Range 111.44 - 119.19 | Updated Date 06/30/2025 |
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 provides exposure to a specific segment of the U.S. Treasury market, offering a balance between income and duration risk. The ETF invests primarily in U.S. Treasury bonds, focusing on fixed-income securities.
Reputation and Reliability
BlackRock, the issuer, is one of the largest and most reputable asset managers globally, known for its wide range of ETF products and strong track record.
Management Expertise
BlackRock has a team of experienced fixed-income portfolio managers and analysts who oversee the ETF's investments.
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: The ETF employs a replication strategy, meaning it attempts to hold all of the bonds in the underlying index.
Composition The ETF holds a portfolio of U.S. Treasury bonds with maturities between 3 and 7 years.
Market Position
Market Share: IEI holds a significant market share within the intermediate-term Treasury ETF category, reflecting its established presence and investor adoption.
Total Net Assets (AUM): 15170000000
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 established players. IEI benefits from BlackRock's brand recognition and a large AUM, providing liquidity. Competitors like VGIT offer lower expense ratios, potentially attracting cost-sensitive investors. IEI advantages lies in its larger AUM and trading volume, while disadvantages include a slightly higher expense ratio than VGIT.
Financial Performance
Historical Performance: Historical performance can be found on financial data websites and will fluctuate based on interest rate movements.
Benchmark Comparison: IEI aims to closely track its benchmark index, the ICE US Treasury 3-7 Year Bond Index, so performance should be very similar.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
IEI exhibits high liquidity with substantial average daily trading volume, facilitating ease of entry and exit for investors.
Bid-Ask Spread
IEI typically has a tight bid-ask spread, indicating lower transaction costs for buyers and sellers.
Market Dynamics
Market Environment Factors
Interest rate changes, inflation expectations, and economic growth influence the performance of IEI. Rising interest rates typically lead to lower bond prices, while falling rates boost prices.
Growth Trajectory
IEI's growth is primarily driven by investor demand for safe-haven assets and tactical allocation decisions based on interest rate outlooks; changes to strategy and holdings are infrequent.
Moat and Competitive Advantages
Competitive Edge
IEI benefits from BlackRock's established brand and extensive distribution network, offering high liquidity and a well-defined investment mandate. The ETF's large AUM and trading volume provide investors with ease of access and efficient price discovery. Its focus on the intermediate-term Treasury market offers a balance between interest rate risk and yield. This makes it a core holding for many fixed income portfolios, and its transparent expense structure increases investor trust.
Risk Analysis
Volatility
IEI exhibits moderate volatility, typical of intermediate-term Treasury bonds, which are less sensitive to interest rate changes than longer-term bonds.
Market Risk
The primary market risk is interest rate risk; rising interest rates could negatively impact the ETF's NAV. Inflation risk can also erode the real value of the ETF's returns.
Investor Profile
Ideal Investor Profile
The ideal investor for IEI is risk-averse and seeks a stable, income-generating investment with exposure to U.S. Treasury bonds, as well as investors using it as a hedge against equity risk.
Market Risk
IEI is best suited for long-term investors seeking a core fixed-income allocation or for those using it as a hedging tool in a diversified portfolio.
Summary
The iShares 3-7 Year Treasury Bond ETF (IEI) provides exposure to U.S. Treasury bonds with maturities between 3 and 7 years, offering a balance between income and duration risk. Managed by BlackRock, it benefits from their expertise and a large AUM, providing high liquidity. The ETF is ideal for risk-averse investors seeking a stable fixed-income allocation or a hedge against market volatility. Its performance is sensitive to interest rate changes, but its intermediate-term focus mitigates some of the risk associated with longer-dated bonds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made 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 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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