Triumph Capital Management
SUSC icon

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
Q3 		$1.23K Hold
56
– – ﹤0.01% 1677
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 		$6.66K Buy
+285
New +$6.7K ﹤0.01% 1183

Other funds holding SUSC

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Triumph Capital Management held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q3 2026 at 56 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Triumph Capital Management first reported a position in SUSC in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.66K in Q4 2025. 230 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

  • Triumph Capital Management held 56 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.23K as of Q3 2026.
  • Triumph Capital Management left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1677 holding.
  • Triumph Capital Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $6.66K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

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