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Triumph Capital Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Triumph Capital Management’s Portfolio EUSB Stock Details EUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.3K Hold
605
– – ﹤0.01% 853
2026
Q1 		$26.3K Hold
605
– – 0.01% 801
2025
Q4 		$26.6K Buy
+605
New +$26.6K 0.01% 783

Other funds holding EUSB

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I
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Triumph Capital Management's EUSB Position: Q2 2026 in Review

Triumph Capital Management held its iShares ESG Advanced Universal USD Bond ETF (EUSB) position steady in Q2 2026 at 605 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Triumph Capital Management first reported a position in EUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.6K in Q4 2025. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Triumph Capital Management held 605 shares of iShares ESG Advanced Universal USD Bond ETF worth $26.3K as of Q2 2026.
  • Triumph Capital Management left its iShares ESG Advanced Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #853 holding.
  • Triumph Capital Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $26.6K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.