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Morningstar

iShares 3-7 Year Treasury Bond ETF IEI

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IEI

Will IEI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IEI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IEI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IEI’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin iShares 3-7 Year Treasury Bond ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IEI

More IEI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 2.63%

4.04 580.0 Mil
Government

United States Treasury Notes 4.38%

3.63 521.5 Mil
Government

United States Treasury Notes 1.38%

3.58 514.5 Mil
Government

United States Treasury Notes 1.25%

3.37 484.9 Mil
Government

United States Treasury Notes 2.88%

3.10 445.2 Mil
Government

United States Treasury Notes 1%

3.09 444.5 Mil
Government

United States Treasury Notes 2.38%

2.89 414.9 Mil
Government

United States Treasury Notes 3.13%

2.88 413.4 Mil
Government

United States Treasury Notes 3.75%

2.63 378.5 Mil
Government

United States Treasury Notes 2.75%

2.49 358.5 Mil
Government