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Upturn AI Summary
iShares 3-7 Year Treasury Bond ETF(IEI)
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 IEI
10/27/2026: IEI (3-star) is currently NOT-A-BUY. Pass it for now.
The iShares 3-7 Year Treasury Bond ETF (IEI) provides efficient, liquid exposure to intermediate-term U.S. Treasury securities. Its primary strength lies in the high credit quality of its government-backed holdings and its low-cost, institutional-grade management by BlackRock. The fund serves as a cornerstone for portfolio stability and income, though it remains exposed to interest rate risk, where rising rates can decrease the fund's market value. It is most appropriate for conservative investors or those seeking to hedge equity volatility, provided they monitor Federal Reserve policy trends closely.
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 | Government bonds typically lack the capital appreciation potential required by pure growth investors. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may use this ETF when the trend in interest rates suggests bond prices will rise. |
| Value investor | Mixed fit | Value investors may find the yields attractive during periods of higher interest rates, though it is not a traditional equity value play. |
| Dividend/Income investor | Strong fit | The fund provides a steady, predictable stream of interest income backed by the U.S. government. |
| Low-risk investor | Strong fit | As an investment in U.S. Treasuries, it is considered one of the lowest-risk assets available in global markets. |
Investor Profile
Ideal Investor Profile
Conservative investors, income-focused retirees, and institutional asset allocators seeking a reliable anchor for their fixed-income portfolio.
Suitability
Best suited for long-term investors and those using it as a tactical tool for duration management.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | While safer than stocks, the fund is subject to price changes due to fluctuations in interest rates. |
| Market risk | Medium | Macroeconomic shifts and changes in Federal Reserve policy can impact the fund's net asset value. |
| Concentration | Low / none | The fund is broadly diversified across various U.S. Treasury securities within its maturity range. |
| Tracking/expense | Low | The fund is well-managed with a low expense ratio and minimal expected tracking error. |
| Liquidity | Low / none | High trading volumes ensure that investors can enter or exit positions with minimal impact on price. |
| Business/sector quality | Low / none | The backing of the U.S. government represents the highest standard of credit quality. |
Risk Analysis
Volatility
IEI maintains lower volatility than equity ETFs but carries duration risk relative to short-term money market funds.
Market Risk
The primary risk is interest rate risk, where bond prices decline as market interest rates rise.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | U.S. Treasury Bonds (3-7 Year Maturity) | 99.8 | This represents the core holding of intermediate-term government debt, providing stable interest income with moderate interest rate sensitivity. |
| Cash/collateral | Cash and Cash Equivalents | 0.2 | This represents a small residual amount of cash held for daily operational liquidity and index rebalancing needs. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 11.25% | Avg. Invested days 113 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/27/2026 |
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