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IEI
+0.38 · +0.32%
$119.45 · NASDAQ

iShares 3-7 Year Treasury Bond ETF (IEI) ETF Analysis | Intermediate Government

iShares · United States
AUM:$18.5B
#– of – in Intermediate Government ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.2% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.15% — among the lowest available for this category.

What is IEI?

The index measures the performance of public obligations of the U. Treasury that have a remaining maturity of greater than or equal to three years and less than seven years.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
IEI returned 6.2% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.15% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 37.0% of the ETF — a moderate level of name concentration.
ETF Information
AUM$18.5B
Expense Ratio0.15%
Dividend Yield3.48%
Holdings8
Inception DateJan 2007
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta0.71
CategoryIntermediate Government
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-3.2%
1Y
-0.5%
3Y
+10.5%
5Y
-0.6%
OpenBook InsightIf you had invested £10,000 in IEI 5 years ago, it would have fallen to £9,942 — a loss of £58.

Annual Returns

Calendar year performance

IEI delivered positive returns in 3 of the last 5 calendar years.
YearIEI
2026 YTD-1.8%
2025+7.0%
2024+2.1%
2023+4.1%
2022-9.1%
CAGR 4yr+0.8%
3/5 positive yearsAvg return: +0.5%Worst year: -9.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
2.8%
Low
Momentum
-0.5%
30-day change
Support Level
116.19
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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