Noven Financial Group, Inc. Buys iShares S&P Small-Cap 600 Value ETF, iShares S&P Mid-Cap 400 Value ETF, Sells iShares iBoxx $ Investment Grade Corporate Bond ET, iShares 7-10 Year Treasury Bond ETF, iShares Core High Dividend ETF

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Nov 13, 2019
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Denver, CO, based Investment company Noven Financial Group, Inc. (Current Portfolio) buys iShares S&P Small-Cap 600 Value ETF, iShares S&P Mid-Cap 400 Value ETF, sells iShares iBoxx $ Investment Grade Corporate Bond ET, iShares 7-10 Year Treasury Bond ETF, iShares Core High Dividend ETF, Netflix Inc, Xcel Energy Inc during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Noven Financial Group, Inc.. As of 2019Q3, Noven Financial Group, Inc. owns 30 stocks with a total value of $199 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 S&P 500 Growth ETF (IVW) - 154,227 shares, 13.92% of the total portfolio. Shares added by 0.41%
  2. iShares 20+ Year Treasury Bond ETF (TLT) - 184,906 shares, 13.27% of the total portfolio. Shares added by 0.33%
  3. iShares Russell Mid-Cap Growth ETF (IWP) - 187,074 shares, 13.26% of the total portfolio. Shares added by 1.69%
  4. iShares Russell 1000 Value ETF (IWD) - 187,546 shares, 12.06% of the total portfolio. Shares added by 2.77%
  5. iShares S&P Small-Cap 600 Value ETF (IJS) - 158,079 shares, 11.91% of the total portfolio. New Position
New Purchase: iShares S&P Small-Cap 600 Value ETF (IJS)

Noven Financial Group, Inc. initiated holding in iShares S&P Small-Cap 600 Value ETF. The purchase prices were between $137.73 and $154.31, with an estimated average price of $146.47. The stock is now traded at around $156.65. The impact to a portfolio due to this purchase was 11.91%. The holding were 158,079 shares as of .

New Purchase: iShares S&P Mid-Cap 400 Value ETF (IJJ)

Noven Financial Group, Inc. initiated holding in iShares S&P Mid-Cap 400 Value ETF. The purchase prices were between $147.36 and $162.84, with an estimated average price of $156.75. The stock is now traded at around $165.49. The impact to a portfolio due to this purchase was 11.52%. The holding were 143,643 shares as of .

Sold Out: iShares iBoxx $ Investment Grade Corporate Bond ET (LQD)

Noven Financial Group, Inc. sold out a holding in iShares iBoxx $ Investment Grade Corporate Bond ET. The sale prices were between $122.95 and $129.1, with an estimated average price of $125.99.

Sold Out: iShares 7-10 Year Treasury Bond ETF (IEF)

Noven Financial Group, Inc. sold out a holding in iShares 7-10 Year Treasury Bond ETF. The sale prices were between $108.23 and $113.91, with an estimated average price of $111.04.

Sold Out: iShares Core High Dividend ETF (HDV)

Noven Financial Group, Inc. sold out a holding in iShares Core High Dividend ETF. The sale prices were between $89.84 and $95.06, with an estimated average price of $93.19.

Sold Out: Netflix Inc (NFLX)

Noven Financial Group, Inc. sold out a holding in Netflix Inc. The sale prices were between $254.59 and $381.72, with an estimated average price of $313.64.

Sold Out: Xcel Energy Inc (XEL)

Noven Financial Group, Inc. sold out a holding in Xcel Energy Inc. The sale prices were between $59.43 and $65.82, with an estimated average price of $62.32.



Here is the complete portfolio of Noven Financial Group, Inc.. Also check out:

1. Noven Financial Group, Inc.'s Undervalued Stocks
2. Noven Financial Group, Inc.'s Top Growth Companies, and
3. Noven Financial Group, Inc.'s High Yield stocks
4. Stocks that Noven Financial Group, Inc. keeps buying