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United States Treasury Note

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q1 2025Q1 2024Q4 2023
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Kelleher Financial Advisors
UNCHANGED
Shares65,000 from 65,000
Change0 (0%)
Value$63.8K (-$269)
Filed 2026-05-08
Coastwise Capital Group, LLC
CLOSED
Shares0 from 100,000
Change-100,000 (-100%)
Value$0 (-$98.5K)
Filed 2026-05-08
Kohmann Bosshard Financial Services, LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$3.9K)
Filed 2026-05-01
Status
Kelleher Financial Advisors
UNCHANGED65,00065,00000%$64.0K$63.8K-$2692026-05-08
Coastwise Capital Group, LLC
CLOSED0100,000-100,000-100%$98.5K$0-$98.5K2026-05-08
Kohmann Bosshard Financial Services, LLC
CLOSED04,000-4,000-100%$3.9K$0-$3.9K2026-05-01
Showing 3 of 3 institutions