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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

FFA

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

SCA

Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

CAG

Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return

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

Triumph Capital Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 12% in Q2 2026, selling an estimated $39.5K and leaving 2,593 shares worth $286K. 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 15 quarters since. The position peaked at $5.65M in Q1 2023. 142 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Triumph Capital Management held 2,593 shares of iShares 0-1 Year Treasury Bond ETF worth $286K as of Q2 2026.
Triumph Capital Management sold 358 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $39.5K.
iShares 0-1 Year Treasury Bond ETF made up 0.05% of Triumph Capital Management's portfolio in Q2 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 15 quarters since.
Triumph Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $5.65M in Q1 2023.
142 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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