Noven Financial Group, Inc. Buys iShares 7-10 Year Treasury Bond ETF, iShares 3-7 Year Treasury Bond ETF, iShares Russell Mid-cap Value, Sells iShares Russell 2000 Growth, iShares Russell Midcap Growth, iShares S&P SmallCap 600 Value

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May 01, 2020
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Denver, CO, based Investment company Noven Financial Group, Inc. (Current Portfolio) buys iShares 7-10 Year Treasury Bond ETF, iShares 3-7 Year Treasury Bond ETF, iShares Russell Mid-cap Value, iShares Russell 1000 Growth, Vanguard Small-Cap Growth, sells iShares Russell 2000 Growth, iShares Russell Midcap Growth, iShares S&P SmallCap 600 Value, iShares Russell 1000 Value, iShares S&P 500 Growth during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Noven Financial Group, Inc.. As of 2020Q1, Noven Financial Group, Inc. owns 32 stocks with a total value of $120 million. These are the details of the buys and sells.

For the details of Noven Financial Group, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/noven+financial+group%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Noven Financial Group, Inc.
  1. iShares 7-10 Year Treasury Bond ETF (IEF) - 203,483 shares, 20.62% of the total portfolio. New Position
  2. iShares 3-7 Year Treasury Bond ETF (IEI) - 174,778 shares, 19.44% of the total portfolio. New Position
  3. iShares Russell 1000 Growth (IWF) - 94,176 shares, 11.83% of the total portfolio. Shares added by 568.63%
  4. iShares Russell Mid-cap Value (IWS) - 188,854 shares, 10.09% of the total portfolio. New Position
  5. Vanguard Growth (VUG) - 37,240 shares, 4.87% of the total portfolio. Shares added by 0.83%
New Purchase: iShares 7-10 Year Treasury Bond ETF (IEF)

Noven Financial Group, Inc. initiated holding in iShares 7-10 Year Treasury Bond ETF. The purchase prices were between $110.32 and $121.34, with an estimated average price of $114.82. The stock is now traded at around $121.71. The impact to a portfolio due to this purchase was 20.62%. The holding were 203,483 shares as of .

New Purchase: iShares 3-7 Year Treasury Bond ETF (IEI)

Noven Financial Group, Inc. initiated holding in iShares 3-7 Year Treasury Bond ETF. The purchase prices were between $125.45 and $133.18, with an estimated average price of $128.52. The stock is now traded at around $133.22. The impact to a portfolio due to this purchase was 19.44%. The holding were 174,778 shares as of .

New Purchase: iShares Russell Mid-cap Value (IWS)

Noven Financial Group, Inc. initiated holding in iShares Russell Mid-cap Value. The purchase prices were between $53.85 and $95.87, with an estimated average price of $84.73. The stock is now traded at around $70.02. The impact to a portfolio due to this purchase was 10.09%. The holding were 188,854 shares as of .

New Purchase: Vanguard Small-Cap Growth (VBK)

Noven Financial Group, Inc. initiated holding in Vanguard Small-Cap Growth. The purchase prices were between $128.7 and $210.28, with an estimated average price of $187.33. The stock is now traded at around $169.25. The impact to a portfolio due to this purchase was 1.36%. The holding were 10,817 shares as of .

New Purchase: iShares 10-20 Year Treasury Bond (TLH)

Noven Financial Group, Inc. initiated holding in iShares 10-20 Year Treasury Bond. The purchase prices were between $143.61 and $171.5, with an estimated average price of $153.93. The stock is now traded at around $168.65. The impact to a portfolio due to this purchase was 1.14%. The holding were 8,130 shares as of .

New Purchase: Netflix Inc (NFLX)

Noven Financial Group, Inc. initiated holding in Netflix Inc. The purchase prices were between $298.84 and $387.78, with an estimated average price of $353.51. The stock is now traded at around $415.27. The impact to a portfolio due to this purchase was 0.19%. The holding were 617 shares as of .

Added: iShares Russell 1000 Growth (IWF)

Noven Financial Group, Inc. added to a holding in iShares Russell 1000 Growth by 568.63%. The purchase prices were between $131.24 and $191.72, with an estimated average price of $171.91. The stock is now traded at around $168.25. The impact to a portfolio due to this purchase was 10.06%. The holding were 94,176 shares as of .

Added: Ampio Pharmaceuticals Inc (AMPE)

Noven Financial Group, Inc. added to a holding in Ampio Pharmaceuticals Inc by 64.37%. The purchase prices were between $0.36 and $0.74, with an estimated average price of $0.61. The stock is now traded at around $0.59. The impact to a portfolio due to this purchase was 0.03%. The holding were 202,459 shares as of .

Sold Out: iShares Russell 2000 Growth (IWO)

Noven Financial Group, Inc. sold out a holding in iShares Russell 2000 Growth. The sale prices were between $135.3 and $224.78, with an estimated average price of $198.15.

Sold Out: iShares S&P SmallCap 600 Value (IJS)

Noven Financial Group, Inc. sold out a holding in iShares S&P SmallCap 600 Value. The sale prices were between $87.85 and $161.14, with an estimated average price of $137.91.

Sold Out: iShares Russell 1000 Value (IWD)

Noven Financial Group, Inc. sold out a holding in iShares Russell 1000 Value. The sale prices were between $84.45 and $137.35, with an estimated average price of $123.65.

Sold Out: iShares S&P Mid-Cap 400 Value (IJJ)

Noven Financial Group, Inc. sold out a holding in iShares S&P Mid-Cap 400 Value. The sale prices were between $92.34 and $171.37, with an estimated average price of $148.98.

Sold Out: iShares S&P 500 Value (IVE)

Noven Financial Group, Inc. sold out a holding in iShares S&P 500 Value. The sale prices were between $82.22 and $130.6, with an estimated average price of $117.99.

Sold Out: Vanguard Value (VTV)

Noven Financial Group, Inc. sold out a holding in Vanguard Value. The sale prices were between $76.76 and $121.42, with an estimated average price of $110.7.



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