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United States Treasury Note

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Game Plan Financial Advisors, LLC
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$49.9K (+$127)
Filed 2026-04-23
Kelleher Financial Advisors
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$40.0K (+$102)
Filed 2026-05-08
L & S Advisors Inc
CLOSED
Shares0 from 383,000
Change-383,000 (-100%)
Value$0 (-$381.5K)
Filed 2026-05-11
Coastwise Capital Group, LLC
CLOSED
Shares0 from 90,000
Change-90,000 (-100%)
Value$0 (-$89.7K)
Filed 2026-05-08
Status
Game Plan Financial Advisors, LLC
UNCHANGED50,00050,00000%$49.8K$49.9K+$1272026-04-23
Kelleher Financial Advisors
UNCHANGED40,00040,00000%$39.8K$40.0K+$1022026-05-08
L & S Advisors Inc
CLOSED0383,000-383,000-100%$381.5K$0-$381.5K2026-05-11
Coastwise Capital Group, LLC
CLOSED090,000-90,000-100%$89.7K$0-$89.7K2026-05-08
Showing 4 of 4 institutions