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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares 3-7 Year Treasury Bond ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 22.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.375%

2.91 533M
Government

United States Treasury Notes 4%

2.31 424M
Government

United States Treasury Notes 1.375%

2.27 416M
Government

United States Treasury Notes 4.125%

2.26 415M
Government

United States Treasury Notes 3.375%

2.18 400M
Government

United States Treasury Notes 3.5%

2.14 393M
Government

United States Treasury Notes 2.75%

2.11 387M
Government

United States Treasury Notes 2.875%

2.10 385M
Government

United States Treasury Notes 1.625%

2.10 384M
Government

United States Treasury Notes 1.875%

2.07 380M
Government

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