Riggs Asset Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Riggs Asset Management’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-135	Closed	-$2.98K	–	443
2023 Q3	$2.98K	Buy	+135	New	+$3.04K	﹤0.01%	322
2020 Q3	–	Sell	-137	Closed	-$3K	–	194
2020 Q2	$3K	Hold	137	–	–	﹤0.01%	214
2020 Q1	$3K	Hold	137	–	–	﹤0.01%	215
2019 Q4	$4K	Hold	137	–	–	﹤0.01%	246
2019 Q3	$3K	Hold	137	–	–	﹤0.01%	215
2019 Q2	$4K	Hold	137	–	–	﹤0.01%	216
2019 Q1	$3K	Hold	137	–	–	﹤0.01%	214
2018 Q4	$3K	Hold	137	–	–	﹤0.01%	197
2018 Q3	$3K	Buy	+137	New	+$3.36K	﹤0.01%	206

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Riggs Asset Management's GOVT Position: Q4 2023 in Review

Riggs Asset Management sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2023, closing a stake of 135 shares — an estimated $2.98K sold.

Riggs Asset Management first reported a position in GOVT in Q3 2018 and held it in 9 quarters. The position peaked at $4K in Q4 2019. 710 funds tracked by Wall St. Rank hold GOVT as of Q4 2023.

Riggs Asset Management reported no remaining iShares US Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Riggs Asset Management sold 135 iShares US Treasury Bond ETF shares in Q4 2023, an estimated $2.98K.
Riggs Asset Management first reported a position in iShares US Treasury Bond ETF in Q3 2018 and held it in 9 quarters.
Riggs Asset Management's iShares US Treasury Bond ETF position peaked at $4K in Q4 2019.
710 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2023.

Based on Riggs Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.