RIG
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RiverFront Investment Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

RiverFront Investment Group’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 		$1.68M Buy
19,345
+1,907
+11% +$168K 0.03% 153
2025
Q4 		$1.52M Buy
17,438
+2,036
+13% +$182K 0.03% 133
2025
Q3 		$1.38M Buy
15,402
+1,352
+10% +$118K 0.02% 136
2025
Q2 		$1.24M Buy
14,050
+2,286
+19% +$199K 0.02% 133
2025
Q1 		$1.07M Buy
11,764
+5,350
+83% +$476K 0.02% 131
2024
Q4 		$560K Buy
6,414
+930
+17% +$85.6K 0.01% 153
2024
Q3 		$538K Sell
5,484
-39
-0.7% -$3.76K 0.01% 146
2024
Q2 		$507K Sell
5,523
-2,575
-32% -$235K 0.01% 114
2024
Q1 		$766K Buy
8,098
+726
+10% +$68.7K 0.02% 87
2023
Q4 		$729K Sell
7,372
-3,524
-32% -$318K 0.02% 90
2023
Q3 		$966K Buy
10,896
+3,603
+49% +$346K 0.03% 83
2023
Q2 		$751K Buy
7,293
+904
+14% +$93.8K 0.02% 88
2023
Q1 		$680K Buy
6,389
+1,392
+28% +$146K 0.02% 84
2022
Q4 		$498K Sell
4,997
-146,540
-97% -$14.8M 0.11% 80
2022
Q3 		$15M Sell
151,537
-13,715
-8% -$1.54M 0.56% 41
2022
Q2 		$19M Sell
165,252
-155,793
-49% -$18.3M 0.71% 38
2022
Q1 		$42.4M Buy
321,045
+116,677
+57% +$16.1M 1.36% 20
2021
Q4 		$30.3M Sell
204,368
-45,381
-18% -$6.69M 0.94% 23
2021
Q3 		$36M Sell
249,749
-202,646
-45% -$30.1M 1.2% 23
2021
Q2 		$65.3M Buy
452,395
+689
+0.2% +$96.1K 1.32% 22
2021
Q1 		$61.2M Buy
451,706
+102,435
+29% +$14.8M 1.29% 22
2020
Q4 		$55.1M Buy
349,271
+6,490
+2% +$1.03M 1.21% 20
2020
Q3 		$56M Buy
342,781
+3,939
+1% +$653K 1.32% 19
2020
Q2 		$55.5M Buy
338,842
+8,456
+3% +$1.39M 1.36% 19
2020
Q1 		$54.5M Buy
330,386
+2,201
+0.7% +$328K 2.12% 17
2019
Q4 		$44.5M Sell
328,185
-4,808
-1% -$669K 1.07% 25
2019
Q3 		$47.6M Sell
332,993
-2,868
-0.9% -$399K 1.18% 25
2019
Q2 		$44.6M Sell
335,861
-7,779
-2% -$988K 1.12% 26
2019
Q1 		$43.4M Sell
343,640
-26,753
-7% -$3.25M 1.08% 27
2018
Q4 		$45M Buy
370,393
+15,411
+4% +$1.78M 1.22% 26
2018
Q3 		$41.6M Sell
354,982
-8,266
-2% -$992K 0.98% 29
2018
Q2 		$44.2M Buy
363,248
+2,699
+0.7% +$323K 1.09% 30
2018
Q1 		$44M Sell
360,549
-7,420
-2% -$896K 1.03% 28
2017
Q4 		$46.7M Buy
+367,969
New +$46.2M 1.11% 23
2016
Q4 		– Sell
-1,630
Closed -$224K – 68
2016
Q3 		$224K Buy
+1,630
New +$226K 0.01% 62

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

RiverFront Investment Group's TLT Position: Q1 2026 in Review

RiverFront Investment Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 11% in Q1 2026, buying an estimated $168K and bringing the position to 19,345 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #153.

RiverFront Investment Group first reported a position in TLT in Q3 2016 and has held it in 35 quarters since. The position peaked at $65.3M in Q2 2021. 1,087 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • RiverFront Investment Group held 19,345 shares of iShares 20+ Year Treasury Bond ETF worth $1.68M as of Q1 2026.
  • RiverFront Investment Group bought 1,907 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $168K.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of RiverFront Investment Group's portfolio in Q1 2026, its #153 holding.
  • RiverFront Investment Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2016 and has held it in 35 quarters since.
  • RiverFront Investment Group's iShares 20+ Year Treasury Bond ETF position peaked at $65.3M in Q2 2021.
  • 1,087 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.