Triumph Capital Management
SHV icon

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

Triumph Capital Management’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$297K Buy
2,689
+96
+4% +$10.6K 0.05% 308
2026
Q2 		$286K Sell
2,593
-358
-12% -$39.5K 0.05% 308
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

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

Triumph Capital Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.7% in Q3 2026, buying an estimated $10.6K and bringing the position to 2,689 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #308.

Triumph Capital Management first reported a position in SHV in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.65M in Q1 2023. 678 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Triumph Capital Management held 2,689 shares of iShares 0-1 Year Treasury Bond ETF worth $297K as of Q3 2026.
  • Triumph Capital Management bought 96 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $10.6K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.05% of Triumph Capital Management's portfolio in Q3 2026, its #308 holding.
  • Triumph Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Triumph Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $5.65M in Q1 2023.
  • 678 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

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