US Treasury N/B (t 2.25 03/31/26)Preferred / convertible

13F holders, Q4 2025 (December 31)
2holders +1
2new positions
1sold out
$1.00avg. 13F price*

At the end of Q4 2025, 2 institutions reported holding US Treasury N/B (t 2.25 03/31/26) in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 1 sold out. The largest holders were Coastwise Capital Group, LLC ($573K) and Kohmann Bosshard Financial Services, LLC ($294K).

Company
US Treasury N/B (t 2.25 03/31/26)
CUSIP
9128286L9
Latest filing quarter
Q4 2025

History

Number of 13F holders

012 Q3 2025: 1Q3 2025Q4 2025: 2Q4 2025

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions2$867K
Exits1$37K

All 13F filers, Q3 2025 → Q4 2025: 870,000 shares bought and 37,000 shares sold, net +833,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Coastwise Capital Group, LLC — New 575,000 $573K
Kohmann Bosshard Financial Services, LLC — New 295,000 $294K

"% of holder's portfolio" is US TREASURY N/B (T 2.25 03/31/26)'s weight in each manager's 13F, not the share of US Treasury N/B (t 2.25 03/31/26) the manager owns.