Triumph Capital Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$82.7K | 0.11% | 208 |
|
|
2024
Q3 | $398K | Sell |
3,599
-476
| -12% | -$52.7K | 0.14% | 160 |
|
|
2024
Q2 | $450K | Sell |
4,075
-4,008
| -50% | -$443K | 0.18% | 138 |
|
|
2024
Q1 | $894K | Sell |
8,083
-443
| -5% | -$49K | 0.36% | 62 |
|
|
2023
Q4 | $939K | Sell |
8,526
-1,938
| -19% | -$213K | 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% | -$4.29M | 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 |
|