Triumph Capital Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Triumph Capital Management’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.87M	Buy	18,611 +3,480	+23%	+$350K	0.34%	66
2026 Q1	$1.52M	Buy	15,131 +173	+1%	+$17.4K	0.31%	72
2025 Q4	$1.5M	Buy	14,958 +1,321	+10%	+$133K	0.32%	66
2025 Q3	$1.37M	Sell	13,637 -110	-0.8%	-$11.1K	0.37%	64
2025 Q2	$1.38M	Buy	13,747 +7,595	+123%	+$763K	0.42%	57
2025 Q1	$619K	Sell	6,152 -1,180	-16%	-$119K	0.21%	132
2024 Q4	$736K	Buy	7,332 +929	+15%	+$93.3K	0.25%	98
2024 Q3	$645K	Sell	6,403 -3,636	-36%	-$366K	0.23%	111
2024 Q2	$1.01M	Buy	10,039 +4,820	+92%	+$484K	0.39%	61
2024 Q1	$526K	Sell	5,219 -14,008	-73%	-$1.41M	0.21%	111
2023 Q4	$1.93M	Buy	19,227 +16,743	+674%	+$1.68M	0.82%	28
2023 Q3	$250K	Sell	2,484 -769	-24%	-$77.2K	0.11%	179
2023 Q2	$327K	Buy	3,253 +373	+13%	+$37.5K	0.15%	135
2023 Q1	$290K	Sell	2,880 -240	-8%	-$24.1K	0.15%	136
2022 Q4	$312K	Buy	+3,120	New	+$313K	0.17%	138

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

VWM

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

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

Triumph Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 23% in Q2 2026, buying an estimated $350K and bringing the position to 18,611 shares worth $1.87M. The position accounts for 0.34% of the portfolio, ranked #66.

Triumph Capital Management first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.93M in Q4 2023. 271 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Triumph Capital Management held 18,611 shares of iShares 0-3 Month Treasury Bond ETF worth $1.87M as of Q2 2026.
Triumph Capital Management bought 3,480 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $350K.
iShares 0-3 Month Treasury Bond ETF made up 0.34% of Triumph Capital Management's portfolio in Q2 2026, its #66 holding.
Triumph Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Triumph Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.93M in Q4 2023.
271 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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