US Treasury N/B (t 2.5 02/28/26)Preferred / convertible
13F holders, Q4 2025 (December 31)2holders
1new positions
2sold out
$1.00avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding US Treasury N/B (t 2.5 02/28/26) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 2 sold out. The largest holders were Garton & Associates Financial Advisors LLC ($78K) and Coastwise Capital Group, LLC ($20K).
- Company
- US Treasury N/B (t 2.5 02/28/26)
- CUSIP
- 9128286F2
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $20K |
| Exits | 2 | $317K |
All 13F filers, Q3 2025 → Q4 2025: 20,000 shares bought and 319,000 shares sold, net −299,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Garton & Associates Financial Advisors LLC | — | — | 78,000 | $78K |
| Coastwise Capital Group, LLC | — | New | 20,000 | $20K |
"% of holder's portfolio" is US TREASURY N/B (T 2.5 02/28/26)'s weight in each manager's 13F, not the share of US Treasury N/B (t 2.5 02/28/26) the manager owns.