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Triumph Capital Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Triumph Capital Management’s Portfolio ICSH Stock Details ICSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$182K Buy
3,600
+1,350
+60% +$68.2K 0.03% 376
2026
Q1 		$114K Buy
2,250
+1,700
+309% +$86.1K 0.02% 428
2025
Q4 		$27.8K Buy
+550
New +$27.9K 0.01% 771

Other funds holding ICSH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
BCA
Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return

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

Triumph Capital Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 60% in Q2 2026, buying an estimated $68.2K and bringing the position to 3,600 shares worth $182K. The position accounts for 0.03% of the portfolio, ranked #376.

Triumph Capital Management first reported a position in ICSH in Q4 2025 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Triumph Capital Management held 3,600 shares of iShares Ultra Short Duration Bond Active ETF worth $182K as of Q2 2026.
  • Triumph Capital Management bought 1,350 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $68.2K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.03% of Triumph Capital Management's portfolio in Q2 2026, its #376 holding.
  • Triumph Capital Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

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