Triumph Capital Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$182K	Buy	4,293 +955	+29%	+$40.5K	0.03%	377
2026 Q1	$141K	Buy	3,338 +1,593	+91%	+$68K	0.03%	394
2025 Q4	$74.8K	Buy	+1,745	New	+$74.9K	0.02%	507
2023 Q3	–	Sell	-5,315	Closed	-$220K	–	247
2023 Q2	$220K	Sell	5,315 -43	-0.8%	-$1.77K	0.1%	193
2023 Q1	$223K	Buy	5,358 +367	+7%	+$15.2K	0.11%	169
2022 Q4	$204K	Sell	4,991 -18,675	-79%	-$764K	0.11%	191
2022 Q3	$945K	Sell	23,666 -333	-1%	-$13.8K	0.51%	42
2022 Q2	$973K	Sell	23,999 -3,068	-11%	-$130K	0.51%	44
2022 Q1	$1.19M	Buy	27,067 +9,482	+54%	+$420K	0.52%	42
2021 Q4	$797K	Buy	17,585 +3,192	+22%	+$145K	0.35%	69
2021 Q3	$658K	Buy	+14,393	New	+$658K	0.31%	84

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Triumph Capital Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 29% in Q2 2026, buying an estimated $40.5K and bringing the position to 4,293 shares worth $182K. The position accounts for 0.03% of the portfolio, ranked #377.

Triumph Capital Management first reported a position in SHYG in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.19M in Q1 2022. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Triumph Capital Management held 4,293 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $182K as of Q2 2026.
Triumph Capital Management bought 955 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $40.5K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of Triumph Capital Management's portfolio in Q2 2026, its #377 holding.
Triumph Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2021 and has held it in 11 quarters since.
Triumph Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.19M in Q1 2022.
573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

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