Triumph Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$145K	Sell	1,767 -101	-5%	-$8.3K	0.03%	418
2026 Q1	$154K	Buy	1,868 +1,336	+251%	+$111K	0.03%	377
2025 Q4	$44.1K	Buy	+532	New	+$44.1K	0.01%	650
2024 Q1	–	Sell	-3,401	Closed	-$279K	–	254
2023 Q4	$279K	Sell	3,401 -100	-3%	-$8.13K	0.12%	158
2023 Q3	$284K	Sell	3,501 -15	-0.4%	-$1.22K	0.13%	160
2023 Q2	$285K	Sell	3,516 -7	-0.2%	-$572	0.13%	157
2023 Q1	$289K	Buy	3,523 +839	+31%	+$68.4K	0.15%	137
2022 Q4	$218K	Buy	2,684 +133	+5%	+$10.8K	0.12%	178
2022 Q3	$207K	Sell	2,551 -1,224	-32%	-$101K	0.11%	176
2022 Q2	$312K	Sell	3,775 -621	-14%	-$51.5K	0.16%	140
2022 Q1	$366K	Sell	4,396 -894	-17%	-$75.5K	0.16%	131
2021 Q4	$453K	Sell	5,290 -178	-3%	-$15.3K	0.2%	112
2021 Q3	$471K	Buy	+5,468	New	+$471K	0.22%	108

Other funds holding SHY

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

FFA

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

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

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Triumph Capital Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.4% in Q2 2026, selling an estimated $8.3K and leaving 1,767 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #418.

Triumph Capital Management first reported a position in SHY in Q3 2021 and has held it in 13 quarters since. The position peaked at $471K in Q3 2021. 297 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Triumph Capital Management held 1,767 shares of iShares 1-3 Year Treasury Bond ETF worth $145K as of Q2 2026.
Triumph Capital Management sold 101 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.3K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Triumph Capital Management's portfolio in Q2 2026, its #418 holding.
Triumph Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2021 and has held it in 13 quarters since.
Triumph Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $471K in Q3 2021.
297 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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