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Triumph Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Triumph Capital Management’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102K Hold
1,001
– – 0.02% 480
2026
Q1 		$104K Sell
1,001
-33
-3% -$3.4K 0.02% 451
2025
Q4 		$106K Buy
+1,034
New +$106K 0.02% 429
2024
Q2 		– Sell
-3,678
Closed -$365K – 272
2024
Q1 		$365K Buy
3,678
+20
+0.5% +$1.98K 0.15% 148
2023
Q4 		$361K Sell
3,658
-55
-1% -$5.36K 0.15% 130
2023
Q3 		$360K Buy
3,713
+167
+5% +$16.2K 0.16% 133
2023
Q2 		$346K Sell
3,546
-99
-3% -$9.74K 0.16% 130
2023
Q1 		$362K Sell
3,645
-282
-7% -$27.6K 0.18% 113
2022
Q4 		$381K Buy
3,927
+817
+26% +$79.4K 0.2% 113
2022
Q3 		$299K Sell
3,110
-2,907
-48% -$291K 0.16% 128
2022
Q2 		$610K Sell
6,017
-207
-3% -$21.4K 0.32% 69
2022
Q1 		$653K Buy
+6,224
New +$655K 0.28% 91

Other funds holding STIP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

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

Triumph Capital Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 1,001 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #480.

Triumph Capital Management first reported a position in STIP in Q1 2022 and has held it in 12 quarters since. The position peaked at $653K in Q1 2022. 212 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Triumph Capital Management held 1,001 shares of iShares 0-5 Year TIPS Bond ETF worth $102K as of Q2 2026.
  • Triumph Capital Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #480 holding.
  • Triumph Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 12 quarters since.
  • Triumph Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $653K in Q1 2022.
  • 212 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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