Federal Reserve Treasury Holdings Rise to $4.4 Trillion, Highest Since July 2024

Since December, the Federal Reserve (U.S. central bank) has added $237 billion in U.S. Treasuries, bringing the securities to 65.9% of its holdings.

Fact Check
The @KobeissiLetter X post (the linked source) explicitly contains all figures cited in the claim: $4.4 trillion in Treasury holdings, +$237 billion since December, 65.9% share of total assets, and $6.7 trillion total balance sheet. The J.P. Morgan Asset Management April 2026 article independently corroborates the $4.4 trillion Treasury holdings figure. The Federal Reserve's own H.4.1 release page (federalreserve.gov) was reachable but did not return parseable data in this run, so direct official verification of the precise figures was not possible. The claim's figures are internally consistent and align with the known direction of Fed balance sheet activity. Confidence is medium rather than high because the ultimate primary source (Fed H.4.1 data) could not be directly read, and @KobeissiLetter, while widely followed and generally reliable on financial data, is a secondary analyst rather than an official source.
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