SEC 13F Intelligence

UNITED STATES TREASURY NOTES NOTE

CUSIP 9128283U2

United States Treasury Notes Note has 1 institutional holders in Filings Flow’s 13F database, together reporting 1.4K shares worth $1M as of Q4 2022.

Institutional Holders
1
Q4 2022
Reported Value
$1M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q2 ’19: 1Q2 ’19Q4 ’22: 1Q4 ’22filingsflow.com
Total reported value
Q2 ’19: $48,000Q2 ’19Q4 ’22: $1MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Spectrum Planning & Advisory Services Inc.$223M AUM8.55%$8M8.5KQ3 2022OLDER
Cornerstone Planning Group LLC$749M AUM0.59%$1M1.4KQ4 2022

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.