Noven Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Noven Financial Group’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$24.7M	Buy	+203,483	New	+$23.4M	20.16%	1
2019 Q3	–	Sell	-199,908	Closed	-$22M	–	33
2019 Q2	$22M	Buy	+199,908	New	+$21.4M	11.19%	6
2019 Q1	–	Sell	-192,545	Closed	-$20.1M	–	37
2018 Q4	$20.1M	Buy	+192,545	New	+$19.5M	18.95%	1
2017 Q3	–	Sell	-2,312	Closed	-$246K	–	33
2017 Q2	$246K	Buy	2,312 +71	+3%	+$7.58K	0.16%	29
2017 Q1	$237K	Sell	2,241 -32	-1%	-$3.36K	0.16%	28
2016 Q4	$238K	Sell	2,273 -2,273	-50%	-$244K	0.16%	28
2016 Q3	$511K	Buy	4,546 +2,273	+100%	+$255K	0.18%	29
2016 Q2	$257K	Hold	2,273	–	–	0.17%	27
2016 Q1	$251K	Sell	2,273 -130,456	-98%	-$14.2M	0.18%	35
2015 Q4	$14M	Buy	132,729 +5,955	+5%	+$635K	10.65%	2
2015 Q3	$13.7M	Buy	+126,774	New	+$13.5M	11%	4

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Noven Financial Group's IEF Position: Q1 2020 in Review

Noven Financial Group opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2020: 203,483 shares worth $24.7M. The stake represents 20.16% of the portfolio and ranks #1 among its holdings. This is a return to the name: Noven Financial Group previously reported a position in IEF as recently as Q2 2019.

Noven Financial Group first reported a position in IEF in Q3 2015 and has held it in 11 quarters since. 609 funds tracked by Wall St. Rank hold IEF as of Q1 2020.

Noven Financial Group held 203,483 shares of iShares 7-10 Year Treasury Bond ETF worth $24.7M as of Q1 2020.
iShares 7-10 Year Treasury Bond ETF was a new Noven Financial Group position in Q1 2020.
iShares 7-10 Year Treasury Bond ETF made up 20.16% of Noven Financial Group's portfolio in Q1 2020, its #1 holding.
Noven Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and has held it in 11 quarters since.
609 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2020.

Based on Noven Financial Group's 13F filing for Q1 2020, filed 1 May 2020.