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Riggs Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Riggs Asset Management’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.21M Buy
60,128
+7,176
+14% +$631K 1.07% 35
2025
Q4 		$4.62M Buy
52,952
+16,497
+45% +$1.48M 0.93% 40
2025
Q3 		$3.26M Buy
+36,455
New +$3.19M 0.71% 52
2024
Q4 		– Sell
-42,523
Closed -$4.17M – 686
2024
Q3 		$4.17M Buy
42,523
+42,143
+11,090% +$4.06M 1.14% 36
2024
Q2 		$34.9K Buy
+380
New +$34.6K 0.01% 160
2023
Q4 		– Sell
-237
Closed -$21K – 461
2023
Q3 		$21K Sell
237
-141
-37% -$13.6K 0.01% 187
2023
Q2 		$38.9K Buy
378
+244
+182% +$25.3K 0.01% 156
2023
Q1 		$14.3K Sell
134
-19,531
-99% -$2.04M 0.01% 206
2022
Q4 		$1.96M Sell
19,665
-2,044
-9% -$206K 0.81% 45
2022
Q3 		$2.22M Buy
+21,709
New +$2.44M 0.88% 43
2020
Q4 		– Sell
-1,146
Closed -$9K – 298
2020
Q3 		$9K Buy
+1,146
New +$190K ﹤0.01% 147
2020
Q1 		– Sell
-1,444
Closed -$196K – 297
2019
Q4 		$196K Sell
1,444
-458
-24% -$63.8K 0.08% 63
2019
Q3 		$272K Sell
1,902
-1,293
-40% -$180K 0.14% 49
2019
Q2 		$424K Sell
3,195
-247
-7% -$31.4K 0.24% 40
2019
Q1 		$435K Sell
3,442
-2,815
-45% -$342K 0.3% 33
2018
Q4 		$760K Buy
6,257
+5,372
+607% +$622K 0.55% 33
2018
Q3 		$103K Hold
885
– – 0.05% 74
2018
Q2 		$108K Buy
885
+745
+532% +$89.1K 0.05% 77
2018
Q1 		$17K Buy
140
+64
+84% +$7.73K 0.01% 171
2017
Q4 		$10K Sell
76
-337
-82% -$42.3K ﹤0.01% 195
2017
Q3 		$52K Hold
413
– – 0.02% 121
2017
Q2 		$52K Buy
413
+303
+275% +$37.4K 0.02% 124
2017
Q1 		$13K Buy
+110
New +$13.2K 0.01% 190

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Riggs Asset Management's TLT Position: Q1 2026 in Review

Riggs Asset Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 14% in Q1 2026, buying an estimated $631K and bringing the position to 60,128 shares worth $5.21M. The position accounts for 1.07% of the portfolio, ranked #35.

Riggs Asset Management first reported a position in TLT in Q1 2017 and has held it in 23 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Riggs Asset Management held 60,128 shares of iShares 20+ Year Treasury Bond ETF worth $5.21M as of Q1 2026.
  • Riggs Asset Management bought 7,176 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $631K.
  • iShares 20+ Year Treasury Bond ETF made up 1.07% of Riggs Asset Management's portfolio in Q1 2026, its #35 holding.
  • Riggs Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2017 and has held it in 23 quarters since.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Riggs Asset Management's 13F filing for Q1 2026, filed 12 May 2026.