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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.

An incline in its Process Pillar rating is the primary driver of iShares 3-7 Year Treasury Bond ETF's upgrade to a Morningstar Medalist Rating of Silver from Bronze.

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 0
  • Bond Holdings 64
  • Other Holdings 2
  • % Assets in Top 10 Holdings 45.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 2.375%

7.78
1,009,606,231
Government

United States Treasury Notes 2.25%

7.03
911,746,737
Government

United States Treasury Notes 2.875%

5.43
704,703,547
Government

United States Treasury Notes 2.625%

4.58
593,673,168
Government

United States Treasury Notes 0.75%

3.94
511,038,966
Government

United States Treasury Notes 1.375%

3.53
458,023,833
Government

United States Treasury Notes 1.25%

3.32
430,937,191
Government

United States Treasury Notes 2.25%

3.19
413,597,344
Government

United States Treasury Notes 1.125%

3.16
409,536,524
Government

United States Treasury Notes 1%

3.04
393,877,021
Government