CUSIP 912810PU6
US TREASURY 5 05/37UST BOND DUE 05/15/37
5 institutions · $268.8K total · 66,430 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 13,421 | $201.6K | 20.20% | 2023-12-31 |
| 2 | Highlander Capital Management, LLC | 25,000 | $27.2K | 37.63% | 2024-03-31 |
| 3 | Financial Gravity Asset Management, Inc. | 14,000 | $15.0K | 21.07% | 2025-12-31 |
| 4 | Financial Gravity Companies, Inc. | 14,000 | $14.9K | 21.07% | 2025-06-30 |
| 5 | Cornerstone Planning Group LLC | 9 | $10.2K | 0.01% | 2023-09-30 |