Number of Shares
174,778.00
Current Holdings Value*
$23.30 Mil
% of Portfolio
19.44%
Total Estimate Gain
$-1.53 Mil
% of Total Estimate Gain
-3.65%

Noven Financial Group, Inc.'s iShares 3-7 Year Treasury Bond ETF Holding Summary

As of 2020-03-31, Noven Financial Group, Inc. held 174,778.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $23.30 Mil. This investment constitutes 19.44% of their stock portfolio, and Noven Financial Group, Inc. now holds 0.22% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.

The initial trade took place in 2018Q4. And since then Noven Financial Group, Inc. has made 2 purchases of IEI, at an average price of $124.09, for a total of 338,556.00 shares. In addition, there have been 1 sales at an average price of $121.07 for 163,778.00 shares. Based on historical transaction data and IEI's current price of $118.15, Noven Financial Group, Inc.'s estimated gain on his IEI holdings is $-1.53 Mil, reflecting a -3.65% gain to date.

Noven Financial Group, Inc. IEI ($118.15) Holding Chart

Noven Financial Group, Inc. IEI ($118.15) 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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