Number of Shares
203,483.00
Current Holdings Value*
$24.72 Mil
% of Portfolio
20.62%
Total Estimate Gain
$-2.66 Mil
% of Total Estimate Gain
-3.40%

Noven Financial Group, Inc.'s iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2020-03-31, Noven Financial Group, Inc. held 203,483.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $24.72 Mil. This investment constitutes 20.62% of their stock portfolio, and Noven Financial Group, Inc. now holds 0.13% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2015Q3. And since then Noven Financial Group, Inc. has made 5 purchases of IEF, at an average price of $107.44, for a total of 728,665.00 shares. In addition, there have been 4 sales at an average price of $107.20 for 525,182.00 shares. Based on historical transaction data and IEF's current price of $95.00, Noven Financial Group, Inc.'s estimated gain on his IEF holdings is $-2.66 Mil, reflecting a -3.40% gain to date.

Noven Financial Group, Inc. IEF ($95.00) Holding Chart

Noven Financial Group, Inc. IEF ($95.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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