Triumph Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$326K Sell
2,951
-2,363
-44% -$261K 0.07% 258
2025
Q4
$585K Buy
5,314
+801
+18% +$88.3K 0.13% 154
2025
Q3
$499K Sell
4,513
-25
-0.6% -$2.76K 0.13% 161
2025
Q2
$501K Buy
4,538
+340
+8% +$37.5K 0.15% 162
2025
Q1
$464K Buy
4,198
+1,350
+47% +$149K 0.15% 161
2024
Q4
$314K Sell
2,848
-751
-21% -$82.8K 0.11% 208
2024
Q3
$398K Sell
3,599
-476
-12% -$52.5K 0.14% 160
2024
Q2
$450K Sell
4,075
-4,008
-50% -$442K 0.18% 138
2024
Q1
$894K Sell
8,083
-443
-5% -$48.9K 0.36% 62
2023
Q4
$939K Sell
8,526
-1,938
-19% -$214K 0.4% 60
2023
Q3
$1.16M Sell
10,464
-1,894
-15% -$209K 0.52% 43
2023
Q2
$1.36M Sell
12,358
-38,803
-76% -$4.28M 0.62% 35
2023
Q1
$5.65M Buy
51,161
+9,583
+23% +$1.06M 2.89% 6
2022
Q4
$4.57M Buy
+41,578
New +$4.57M 2.45% 9

Other funds holding SHV

Triumph Capital Management's SHV Position: Q1 2026 in Review

Triumph Capital Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 44% in Q1 2026, selling an estimated $261K and leaving 2,951 shares worth $326K. The position accounts for 0.07% of the portfolio, ranked #258.

Triumph Capital Management first reported a position in SHV in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.65M in Q1 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Triumph Capital Management held 2,951 shares of iShares 0-1 Year Treasury Bond ETF worth $326K as of Q1 2026.
  • Triumph Capital Management sold 2,363 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $261K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.07% of Triumph Capital Management's portfolio in Q1 2026, its #258 holding.
  • Triumph Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Triumph Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $5.65M in Q1 2023.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.