Vault-13

US TREASURY BILL24 B 0 04.18.24

BIL · US GOVERNMENT · CUSIP 912796CX5

4 institutional holders +3 vs Q4 2023
1,889,0001.9m shares reported held*
$3.4mreported value*
3 new 1 added 0 reduced 0 sold out net bought ≈ $3.3m (+1.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $1.82.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

024Q4 23: 1Q1 24: 44Q4 23Q1 24
Numbers
QuarterHolders
Q4 20231
Q1 20244

Biggest buyers

TUCKER ASSET MANAGEMENT LLC New +1,839,000+1.8m
Highlander Capital Management, LLC New +1,400,000+1.4m
ENCOMPASS WEALTH ADVISORS, LLC New +50,000+50.0k
Game Plan Financial Advisors, LLC Added +45,000+45.0k

Biggest sellers

None

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TUCKER ASSET MANAGEMENT LLC 0.42% of their portfolio LITTLETON, CO 1,839,0001.8m $1.8m $1.8m 0.42% New
2 Highlander Capital Management, LLC 0.48% of their portfolio SHORT HILLS, NJ 1,400,0001.4m $1.4m $1.4m 0.48% New
3 Game Plan Financial Advisors, LLC 0.08% of their portfolio WESTLAKE, OH 150,000150.0k $149.6k $149.6k 0.08% Added +45.0k +45,000
4 ENCOMPASS WEALTH ADVISORS, LLC 0.01% of their portfolio PORTLAND, OR 50,00050.0k $49.9k $49.9k 0.01% New