US Treasury N/B (t 3.75 04/15/26)Preferred / convertible
13F holders, Q4 2025 (December 31)3holders +2
2new positions
0sold out
$1.00avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding US Treasury N/B (t 3.75 04/15/26) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Garton & Associates Financial Advisors LLC ($250K), Coastwise Capital Group, LLC ($225K) and Financial Gravity Asset Management, Inc. ($188K).
- Company
- US Treasury N/B (t 3.75 04/15/26)
- CUSIP
- 91282CGV7
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $413K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q4 2025: 413,000 shares bought, net +413,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Garton & Associates Financial Advisors LLC | — | — | 250,000 | $250K |
| Coastwise Capital Group, LLC | — | New | 225,000 | $225K |
| Financial Gravity Asset Management, Inc. | — | New | 188,000 | $188K |
"% of holder's portfolio" is US TREASURY N/B (T 3.75 04/15/26)'s weight in each manager's 13F, not the share of US Treasury N/B (t 3.75 04/15/26) the manager owns.