Ishares 3 7 Year Etf Profile
| IEI Etf | USD 113.56 0.26 0.23% |
Performance0 of 100
| Odds Of DistressLess than 9
|
IShares 3 is trading at 113.56 as of the 19th of April 2024. This is a -0.23 percent decrease since the beginning of the trading day. The etf's open price was 113.82. IShares 3 has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for iShares 3 7 Year are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of April 2023 and ending today, the 19th of April 2024. Click here to learn more.
The index measures the performance of public obligations of the U.S. 3-7 Year is traded on NASDAQ Exchange in the United States. More on iShares 3 7 Year
Moving together with IShares Etf
| 0.9 | GOVT | iShares Treasury Bond | PairCorr |
| 0.97 | MBB | iShares MBS ETF | PairCorr |
| 1.0 | SPTI | SPDR Portfolio Inter | PairCorr |
| 0.96 | SPMB | SPDR Portfolio Mortgage | PairCorr |
| 0.97 | JMBS | Janus Henderson Mort | PairCorr |
| 0.85 | FLGV | Franklin Liberty Treasury | PairCorr |
Moving against IShares Etf
| 0.58 | DSJA | DSJA | PairCorr |
| 0.56 | TSJA | TSJA | PairCorr |
IShares Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares 3's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares 3 or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Idea | Treasury ETFs (View all Themes) |
| Old Name | iShares 3-7 Year Treasury Bond ETF |
| Business Concentration | Treasury ETFs, Intermediate Government, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2007-01-05 |
| Benchmark | IDC US Treasury 3-7 Year Index (4PM) (USD) |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 13.01 Billion |
| Average Trading Valume | 1.65 Million |
| Asset Type | Fixed Income |
| Category | U.S. Government |
| Focus | Treasury |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | BlackRock Fund Advisors |
| Custodian | State Street Bank and Trust Company |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | James Mauro, Scott Radell |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 28-Feb |
| Exchange | NASDAQ |
| Number of Constituents | 79.0 |
| Market Maker | Jane Street |
| Total Expense | 0.15 |
| Management Fee | 0.15 |
| Country Name | USA |
| Returns Y T D | (2.1) |
| Name | iShares 3-7 Year Treasury Bond ETF |
| Currency Code | USD |
| Open Figi | BBG000QN0RR1 |
| In Threey Volatility | 5.24 |
| 1y Volatility | 4.58 |
| 200 Day M A | 114.8 |
| 50 Day M A | 115.31 |
| Code | IEI |
| Updated At | 18th of April 2024 |
| Currency Name | US Dollar |
iShares 3 7 Year [IEI] is traded in USA and was established 2007-01-05. The fund is classified under Intermediate Government category within iShares family. The entity is thematically classified as Treasury ETFs. iShares 3 7 currently have 11.78 B in assets under management (AUM). , while the total return for the last 3 years was -2.8%.
Check IShares 3 Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares 3 7 Year Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares 3 7 Year Etf Constituents
| United States Treasury Notes 2.38% | 4.7399998% |
| United States Treasury Notes 0.25% | 7.9% |
| United States Treasury Notes 2.25% | 3.15% |
| United States Treasury Notes 2.13% | 3.8% |
| United States Treasury Notes 2.88% | 5.1% |
| United States Treasury Notes 1.63% | 3.36% |
| United States Treasury Notes | 3.18% |
| United States Treasury Notes 2% | 5.79% |
IShares 3 Target Price Odds Analysis
Coming from a normal probability distribution, the odds of IShares 3 jumping above the current price in 90 days from now is about 99.0%. The iShares 3 7 Year probability density function shows the probability of IShares 3 etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon IShares 3 has a beta of 0.1746. This usually indicates as returns on the market go up, IShares 3 average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding iShares 3 7 Year will be expected to be much smaller as well. Additionally, iShares 3 7 Year has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of IShares 3 to move above the current price in 90 days from now is about 99.0 (This iShares 3 7 Year probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .
IShares 3 Top Holders
| KAGIX | Kensington Dynamic Growth | Mutual Fund | Tactical Allocation |
| KAGCX | Kensington Dynamic Growth | Mutual Fund | Tactical Allocation |
| WAMBX | Wstcm Credit Select | Mutual Fund | Nontraditional Bond |
| MCOCX | Madison Servative Allocation | Mutual Fund | Allocation--15% to 30% Equity |
| GBLMX | Astor Macro Alternative | Mutual Fund | Macro Trading |
| PWRAX | Power Income Fund | Mutual Fund | Nontraditional Bond |
| BYLD | iShares Yield Optimized | Etf | Intermediate Core-Plus Bond |
iShares 3 7 Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares 3 market risk premium is the additional return an investor will receive from holding IShares 3 long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares 3. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares 3's alpha and beta are two of the key measurements used to evaluate IShares 3's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | (0.08) | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.07) | |||
| Treynor Ratio | (0.24) |
IShares 3 Against Markets
Picking the right benchmark for IShares 3 etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares 3 etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares 3 is critical whether you are bullish or bearish towards iShares 3 7 Year at a given time. Please also check how IShares 3's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in IShares 3 without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy IShares Etf?
Before investing in IShares 3, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares 3. To buy IShares 3 etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares 3. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase IShares 3 etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located iShares 3 7 Year etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased iShares 3 7 Year etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as iShares 3 7 Year, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares 3 guide.
Already Invested in iShares 3 7 Year?
The danger of trading iShares 3 7 Year is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares 3 is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares 3. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile iShares 3 7 is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether iShares 3 7 offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares 3's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares 3 7 Year Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares 3 7 Year Etf: Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares 3 7 Year. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the iShares 3 7 information on this page should be used as a complementary analysis to other IShares 3's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
The market value of iShares 3 7 is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares 3's value that differs from its market value or its book value, called intrinsic value, which is IShares 3's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares 3's market value can be influenced by many factors that don't directly affect IShares 3's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares 3's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares 3 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares 3's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.