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Triumph Capital Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Triumph Capital Management’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3K Buy
56
+2
+4% +$46 ﹤0.01% 1631
2026
Q1 		$1.25K Sell
54
-231
-81% -$5.4K ﹤0.01% 1603
2025
Q4 		$6.67K Buy
+285
New +$6.71K ﹤0.01% 1183

Other funds holding SUSC

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

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

Triumph Capital Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 3.7% in Q2 2026, buying an estimated $46 and bringing the position to 56 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Triumph Capital Management first reported a position in SUSC in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.67K in Q4 2025. 62 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Triumph Capital Management held 56 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.3K as of Q2 2026.
  • Triumph Capital Management bought 2 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $46.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1631 holding.
  • Triumph Capital Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $6.67K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

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