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US Treasury 4.250 09/30/24

CUSIP: 91282CFN6 | 8 institutional holders

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
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Institutional Holders — Q2 2024

L & S Advisors Inc1,710,000
0.2% of portfolio›$1.7M
McGowan Group Asset Management, Inc.463,000
0.1% of portfolio›$461.7K
Game Plan Financial Advisors, LLC135,000
0.1% of portfolio›$134.6K
Main Street Group, LTD132,000
0.1% of portfolio›$131.6K
Encompass Wealth Advisors, LLC75,000
0.0% of portfolio›$74.8K
StyleTurnoverLocationFiled
L & S Advisors Inc
1,710,000$1.7M0.2%CoreHighLos Angeles, CA2024-08-09
McGowan Group Asset Management, Inc.
463,000$461.7K0.1%YieldMediumDallas, TX2024-08-14
Game Plan Financial Advisors, LLC
135,000$134.6K0.1%CoreMediumWestlake, OH2024-08-01
Main Street Group, LTD
132,000$131.6K0.1%ETFMediumGlen Allen, VA2024-08-06
Encompass Wealth Advisors, LLC
75,000$74.8K0.0%ETFVery LowPortland, OR2024-08-08