US Treasury N/B (t 4.625 03/15/26)Preferred / convertible
13F holders, Q4 2025 (December 31)3holders +2
3new positions
0sold out
$1.00avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding US Treasury N/B (t 4.625 03/15/26) in their 13F filings, up 2 from Q2 2025. 3 opened new positions and 0 sold out. The largest holders were Coastwise Capital Group, LLC ($619K), Financial Gravity Asset Management, Inc. ($50K) and Kelleher Financial Advisors ($28K).
- Company
- US Treasury N/B (t 4.625 03/15/26)
- CUSIP
- 91282CGR6
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $697K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q4 2025: 696,000 shares bought, net +696,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Coastwise Capital Group, LLC | — | New | 618,000 | $619K |
| Financial Gravity Asset Management, Inc. | — | New | 50,000 | $50K |
| Kelleher Financial Advisors | — | New | 28,000 | $28K |
"% of holder's portfolio" is US TREASURY N/B (T 4.625 03/15/26)'s weight in each manager's 13F, not the share of US Treasury N/B (t 4.625 03/15/26) the manager owns.