Key stats
About Ishares 3-7 Year Treasury Bond ETF
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Inception date
Jan 5, 2007
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
IEI focuses on the middle of the US Treasury note market, holding mostly notes maturing between 3 to 7 years. This target pushes IEI's yield up slightly, but also increases the fund's sensitivity to interest rates, as the higher concentration of longer-dated notes in the portfolio will react more to changes in rates. Still, these attributes are perfectly consistent with its tailored exposure. The fund's targeted approach is entirely valid for investors looking for its specific exposure. Unlike some strategies targeting a specific maturity bucket, IEI does not hold STRIPS, meaning all of the notes in the portfolio will be paying out semiannual coupons over the life of the fund. The fund changed its index from the Barclays US Treasury Bond 3-7 Year Term Index to the ICE US Treasury 3-7 Year Bond Index on March 31, 2016. This change effectively maintains the same exposure.
Classification
What's in the fund
Exposure type
Government
Stock breakdown by region
EURUSD bull case by way of $IEI support levelTalking some more about EURUSD and why I think it's about ready to have an about face and go back up, looking once more towards something that represents treasuries with maturities in the range I had shown as being useful for indicating EURUSD relationship moves.
NASDAQ:IEI represents 3 to 7 year
Long | IEI | 3-7 Year Treasury Bond ETFNASDAQ:IEI
* Someone is bullish on short-term BOND that leads me to these scenarios:
- Aggressive increasing interest rates during 2022 by FED.
- SHORT term Bond gain > LONG term Bond gain that means classic confirmation of Recession.
*Macro economy analysis
adjust your positions accordingly.
Bonds Broke Ichimoku, Not Good For MarketsAs you can see on the chart, $IEI/$HYG has broken through the ichimoku cloud, which has not happpened for over a year. This could indicate a major pullback in all markets. I would definately keep positions small and stay very careful this week. Good Luck!
Credit SpreadsCredit spreads are starting to creep higher. Something to keep an eye on. Break into next zone would be concerning.
Credit SpreadsThey are starting to creep higher, which is bearish for equities (SPY inverted in orange). Something to keep on your screen this week.
See all ideas
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.