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Triumph Capital Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Triumph Capital Management’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20K Sell
799
-26
-3% -$650 ﹤0.01% 942
2026
Q1 		$20.7K Buy
825
+131
+19% +$3.3K ﹤0.01% 881
2025
Q4 		$17.5K Buy
+694
New +$17.5K ﹤0.01% 907

Other funds holding SUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

Triumph Capital Management reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3.2% in Q2 2026, selling an estimated $650 and leaving 799 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Triumph Capital Management first reported a position in SUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.7K in Q1 2026. 83 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Triumph Capital Management held 799 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $20K as of Q2 2026.
  • Triumph Capital Management sold 26 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $650.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #942 holding.
  • Triumph Capital Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $20.7K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

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