Triumph Capital Management
SUSB icon

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
Q3 		$19.5K Hold
799
– – ﹤0.01% 986
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Francis Financial
Francis Financial $642M AUM 10.36% 1-Year Est. Return

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

Triumph Capital Management held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q3 2026 at 799 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Triumph Capital Management first reported a position in SUSB in Q4 2025 and has held it in 4 quarters since. The position peaked at $20.7K in Q1 2026. 245 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Triumph Capital Management held 799 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $19.5K as of Q3 2026.
  • Triumph Capital Management left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #986 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 4 quarters since.
  • Triumph Capital Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $20.7K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

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