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 Q3	$100K	Hold	1,001	–	–	0.02%	503
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%	-$9.7K	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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Triumph Capital Management's STIP Position: Q3 2026 in Review

Triumph Capital Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2026 at 1,001 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #503.

Triumph Capital Management first reported a position in STIP in Q1 2022 and has held it in 13 quarters since. The position peaked at $653K in Q1 2022. 435 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Triumph Capital Management held 1,001 shares of iShares 0-5 Year TIPS Bond ETF worth $100K as of Q3 2026.
Triumph Capital Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q3 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Triumph Capital Management's portfolio in Q3 2026, its #503 holding.
Triumph Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 13 quarters since.
Triumph Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $653K in Q1 2022.
435 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.