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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 cost advantage over competitors, priced within the lowest 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 33.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 2.625%

4.00 520.6 Mil
Government

United States Treasury Notes 4.375%

3.66 476.3 Mil
Government

United States Treasury Notes 1.375%

3.58 465.6 Mil
Government

United States Treasury Notes 2.375%

3.51 456.3 Mil
Government

United States Treasury Notes 1.25%

3.35 435.5 Mil
Government

United States Treasury Notes 2.25%

3.21 417.8 Mil
Government

United States Treasury Notes 2.875%

3.08 400.5 Mil
Government

United States Treasury Notes 1%

3.07 399.5 Mil
Government

United States Treasury Notes 3.125%

2.90 377.5 Mil
Government

United States Treasury Notes 2.375%

2.90 376.9 Mil
Government