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- Upturn Summary
- Highlights
- Fund Details
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
09/15/2026: IEI (3-star) is a SELL. SELL for 4 days. Simulated Profits (-1.36%). Updated daily EoD!
IEI provides cost-effective, liquid exposure to US Treasury bonds with 3-7 year maturities, making it a reliable tool for core fixed-income allocation. Its primary strengths lie in its high credit quality and the operational expertise of iShares. It is best suited for conservative investors looking for a moderate-duration hedge against market volatility or a steady income stream. Key risks include interest rate sensitivity and the erosion of purchasing power due to inflation. Investors should monitor Federal Reserve policy and inflation trends to assess the fund's fit within their broader portfolio.
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 | Treasury bonds generally lack the capital appreciation potential sought by growth-focused investors. |
| Momentum investor | Mixed fit | This fund may be used tactically during flight-to-safety events or shifts in the rate cycle, subject to positive interest rate signals. |
| Value investor | Weak fit | Fixed-income securities are typically viewed as protective or income-oriented rather than value-based equity plays. |
| Dividend/Income investor | Strong fit | The fund provides consistent interest income backed by the safety of the US government. |
| Low-risk investor | Strong fit | The high credit quality of US Treasuries makes this an excellent tool for capital preservation. |
Investor Profile
Ideal Investor Profile
Conservative to moderate investors seeking a balance of yield and safety for the core of their fixed-income portfolio.
Suitability
Best for long-term investors or those using the ETF for liquidity management; not intended for aggressive, short-term speculation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Prices fluctuate based on changes in intermediate-term interest rates. |
| Market risk | Medium | Changes in broader economic conditions affect Treasury yields and bond prices. |
| Concentration | Low | The fund is concentrated in US government debt, which is generally considered the safest asset class. |
| Tracking/expense | Low | The low expense ratio and efficient structure result in minimal tracking error. |
| Liquidity | Low | The underlying market for US Treasuries is the deepest and most liquid in the world. |
| Business/sector quality | Low / none | Government debt carries virtually no credit/default risk in the US context. |
Risk Analysis
Volatility
IEI exhibits moderate volatility characteristic of intermediate-term government bonds, primarily driven by duration risk rather than credit risk.
Market Risk
The primary risk is interest rate risk; if rates rise, the price of the bonds in the portfolio will fall.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | US Treasury Notes (3-7 Year Maturity) | 99.5 | This exposure provides low-risk government-backed income with moderate sensitivity to interest rate changes. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | A small portion of the fund is held in cash to manage daily liquidity and administrative 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 SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/15/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 15, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $17.26B |
| Issuer | iShares |
| Expense Ratio | 0.15% |
| Distribution Yield | 3.71% |
| Inception | Jan 5, 2007 |
Performance
| Period | Total Return |
|---|---|
| YTD | -1.63% |
| 1 Year | -0.99% |
| 3 Year | +3.61% |
| 5 Year | -0.08% |
| 10 Year | +1.12% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 2.46% |
| 3Y Volatility | 3.97% |
| 3Y Sharpe Ratio | -0.2 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Benchmark | BBgBarc US Agg Bond TR USD |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 36.0% |
Top Holdings
| Holding | Weight |
|---|---|
| United States Treasury Notes 0.25% | 7.90% |
| United States Treasury Notes 2% | 5.79% |
| United States Treasury Notes 2.88% | 5.10% |
| United States Treasury Notes 2.38% | 4.74% |
| United States Treasury Notes 2.13% | 3.80% |
Upturn AI Summary
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.
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