Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
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
09/28/2026: IEI (3-star) is currently NOT-A-BUY. Pass it for now.
IEI provides exposure to U.S. Treasury bonds maturing in 3 to 7 years, offering a balance between yield and interest rate sensitivity. It is a highly liquid, cost-effective option backed by the creditworthiness of the U.S. government, making it a staple for risk-averse portfolios. Investors primarily use it for capital preservation and stable income, though it is subject to price depreciation if interest rates rise. It suits conservative investors seeking defensive asset allocation, provided they monitor the interest rate cycle as a primary risk factor.
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 fund offers low capital appreciation potential compared to equities. |
| Momentum investor | Mixed fit | The fund may be a fit during trends favoring lower-volatility, flight-to-safety assets. |
| Value investor | Mixed fit | It provides a stable yield, though valuation is primarily sensitive to interest rate changes. |
| Dividend/Income investor | Strong fit | The fund provides a consistent, reliable stream of interest income from U.S. government debt. |
| Low-risk investor | Strong fit | It is an excellent tool for capital preservation with minimal credit risk. |
Investor Profile
Ideal Investor Profile
Conservative to moderate investors seeking a stable income source and capital preservation.
Suitability
Best for long-term investors looking for a 'ballast' in their portfolio or short-term parking of capital.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Intermediate bonds are sensitive to interest rate fluctuations. |
| Market risk | Medium | Overall market conditions and rate policy shifts impact bond prices. |
| Concentration | Low | The fund is concentrated in a specific maturity range of Treasury bonds. |
| Tracking/expense | Low | The fund has a low expense ratio and minimal tracking error. |
| Liquidity | Low | The underlying Treasuries are highly liquid assets. |
| Business/sector quality | Low / none | U.S. Treasuries have no default risk. |
Risk Analysis
Volatility
IEI exhibits moderate volatility characteristic of intermediate-duration bonds, moving inversely to interest rates.
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 | U.S. Treasury Notes (3-7 Year Maturity) | 99.5 | This provides core exposure to intermediate-term U.S. government debt, which is considered a low-credit-risk asset class. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | A minor cash position is maintained to facilitate daily fund operations and liquidity management. |
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 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $17.16B |
| Issuer | iShares |
| Expense Ratio | 0.15% |
| Distribution Yield | 3.71% |
| Inception | Jan 5, 2007 |
Performance
| Period | Total Return |
|---|---|
| YTD | -2.26% |
| 1 Year | -1.04% |
| 3 Year | +3.64% |
| 5 Year | -0.09% |
| 10 Year | +1.02% |
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.
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.