iShares 3-7 Year Treasury Bond ETF
IEI

$119.85

0.01%

Market Cap: $15.2B

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

9% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 223

3% more capital invested

Capital invested by funds: $10.7B [Q1] → $11B (+$322M) [Q2]

1% less funds holding

Funds holding: 650 [Q1] → 646 (-4) [Q2]

5% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 84

3% less funds holding in top 10

Funds holding in top 10: 40 [Q1] → 39 (-1) [Q2]

2.63% less ownership

Funds ownership: 78.19% [Q1] → 75.55% (-2.63%) [Q2]

92% less call options, than puts

Call options by funds: $16.3M | Put options by funds: $207M

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Research analyst outlook

We haven’t received any recent analyst ratings for IEI.

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Financial journalist opinion

Rates Spark: ECB Presser Bear-Flattened The Curve

The ECB cut rates by 25bp as widely anticipated, but a slightly hawkish tilt bear flattened the EUR curve, which in our view remains priced aggressively. In the US, as the markets head towards the Fed's first rate cut, the probability of a larger cut rose slightly on Thursday.

Rates Spark: ECB Presser Bear-Flattened The Curve

Where Fed Is Likely To Go And What That Means For Equities

Mott Capital Management's Michael Kramer on market divergences, interest rates, and inflation. How many rate cuts will we see?

Where Fed Is Likely To Go And What That Means For Equities

Capital Imbalances And Why David Daglio Is A Reformed Value Investor

Capital Imbalances And Why David Daglio Is A Reformed Value Investor

Capital Imbalances And Why David Daglio Is A Reformed Value Investor

IEI: When Apple And Microsoft Have Lower CDS Than US Treasuries

iShares 3-7 Year Treasury Bond ETF is a popular investment option for those seeking exposure to US government bonds. The fund offers a relatively low expense ratio and allows easy investing into US Treasuries of medium duration. The US Government is now seen as a worse creditor than most Dow Jones Index companies.

IEI: When Apple And Microsoft Have Lower CDS Than US Treasuries

IEI: Appealing Fund With 5-Year Yields Above 4.2%

The market is re-pricing timing and number of rate cuts in 2024 due to higher-than-expected inflation. The market initially priced in rate cuts for early 2024, but stronger economic data and continued inflation concerns have shifted expectations. IEI provides exposure to the intermediate portion of the yield curve, tracking U.S. Treasury bonds with maturities between three and seven years. It offers liquidity and helps with portfolio construction.

IEI: Appealing Fund With 5-Year Yields Above 4.2%

Estimating The Impact Of Lower Rates On Bond Fund Dividends

It generally takes a few years for changes in Federal Reserve rates to fully impact bond fund dividends. Bond funds are still benefitting from prior rate hikes. Perhaps by enough to cancel out any future rate cuts. By my estimations, and under current Fed guidance, most bond funds would only start to see declining dividends in 2025, at the earliest.

Estimating The Impact Of Lower Rates On Bond Fund Dividends

Zacks Investment Research

A Fan of Morgan Stanley, JP Morgan? Buy Intermediate Treasury ETFs

Two renowned Wall Street firms, Morgan Stanley and JPMorgan, are advising investors to consider purchasing five-year U.S. Treasury notes, per Bloomberg, as quoted on Yahoo Finance.

A Fan of Morgan Stanley, JP Morgan? Buy Intermediate Treasury ETFs

IEI: Jury Still Out On Inflation's Stickiness

IEI has seen a recovery in price due to expectations of rate cuts by the Fed. Concerns remain about inflation, which is still above policy levels, and the Fed may keep rates higher for longer as financial conditions are still loose. The optimism in markets may be met with the realization that inflationary factors will keep inflation higher than the target, and we believe disappointments are coming.

IEI: Jury Still Out On Inflation's Stickiness

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