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United States Treas NTS 4.250 01/31/26 B/E DTD 01/31/24

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q1 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Financial Gravity Wealth, Inc.
NEW
Shares194,000
Change+194,000
Value$194.0K
Filed 2026-02-13
CFG Wealth Management Services, Inc.
NEW
Shares50,000
Change+50,000
Value$50.0K
Filed 2026-05-07
Kelleher Financial Advisors
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$50.0K (-$18)
Filed 2026-01-20
Coastwise Capital Group, LLC
NEW
Shares40,000
Change+40,000
Value$40.0K
Filed 2026-02-12
Saranac Partners Ltd
CLOSED
Shares0 from 800,000
Change-800,000 (-100%)
Value$0 (-$806.2K)
Filed 2026-02-06
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 98,000
Change-98,000 (-100%)
Value$0 (-$98.1K)
Filed 2026-02-11
Status
Financial Gravity Wealth, Inc.
NEW194,000—+194,000——$194.0K—2026-02-13
CFG Wealth Management Services, Inc.
NEW50,000—+50,000——$50.0K—2026-05-07
Kelleher Financial Advisors
UNCHANGED50,00050,00000%$50.0K$50.0K-$182026-01-20
Coastwise Capital Group, LLC
NEW40,000—+40,000——$40.0K—2026-02-12
Saranac Partners Ltd
CLOSED0800,000-800,000-100%$806.2K$0-$806.2K2026-02-06
Vermillion Wealth Management, Inc.
CLOSED098,000-98,000-100%$98.1K$0-$98.1K2026-02-11
Showing 6 of 6 institutions