US TREASU NT 3.625 08/27UST NOTE DUE 08/31/27 · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 0.09% | 0.07% | #1 | $611,488 | 615,000 | $264,213 | 265,000 | +350,000+132.08% | Add | |
| Vermillion Wealth Management, Inc. | 0.01% | — | #2 | $49,711 | 50,000 | $0 | 0 | +50,000 | New Buy |