Triumph Capital Management
IGLB icon

Triumph Capital Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Triumph Capital Management’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$20K Buy
439
+40
+10% +$1.92K ﹤0.01% 979
2026
Q2 		$20K Buy
399
+105
+36% +$5.23K ﹤0.01% 943
2026
Q1 		$14.6K Buy
+294
New +$14.9K ﹤0.01% 989

Other funds holding IGLB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
NYL Investors
NYL Investors New York $250M AUM 2.05% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Triumph Capital Management's IGLB Position: Q3 2026 in Review

Triumph Capital Management increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 10% in Q3 2026, buying an estimated $1.92K and bringing the position to 439 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Triumph Capital Management first reported a position in IGLB in Q1 2026 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold IGLB as of Q3 2026.

  • Triumph Capital Management held 439 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $20K as of Q3 2026.
  • Triumph Capital Management bought 40 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.92K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #979 holding.
  • Triumph Capital Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.