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United States Treas Bills

CUSIP: 912797RV1 | 4 institutional holders

Quarters

Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q4 2025

Jackson Wealth Management, LLC101,371,000
9.8% of portfolio›$100.8M
Coastwise Capital Group, LLC790,000
0.4% of portfolio›$785.2K
Garton & Associates Financial Advisors LLC250,000
0.1% of portfolio›$248.5K
Game Plan Financial Advisors, LLC50,000
0.0% of portfolio›$49.7K
StyleTurnoverLocationFiled
Jackson Wealth Management, LLC
101,371,000$100.8M9.8%Agg GrowthHighLake Mary, FL2026-01-20
Coastwise Capital Group, LLC
790,000$785.2K0.4%CoreLowLa Jolla, CA2026-02-12
Garton & Associates Financial Advisors LLC
250,000$248.5K0.1%CoreMediumLouisville, KY2026-02-18
Game Plan Financial Advisors, LLC
50,000$49.7K0.0%CoreMediumWestlake, OH2026-01-14