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Triumph Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Triumph Capital Management’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.4K Hold
461
– – 0.01% 676
2026
Q1 		$50.9K Sell
461
-144
-24% -$15.9K 0.01% 641
2025
Q4 		$66.5K Buy
+605
New +$67.1K 0.01% 541
2022
Q2 		– Sell
-7,925
Closed -$987K – 227
2022
Q1 		$987K Buy
7,925
+472
+6% +$59.4K 0.43% 55
2021
Q4 		$963K Buy
7,453
+3,449
+86% +$445K 0.42% 59
2021
Q3 		$511K Buy
+4,004
New +$516K 0.24% 104

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Triumph Capital Management held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 461 shares worth $50.4K. The position accounts for 0.01% of the portfolio, ranked #676.

Triumph Capital Management first reported a position in TIP in Q3 2021 and has held it in 6 quarters since. The position peaked at $987K in Q1 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Triumph Capital Management held 461 shares of iShares TIPS Bond ETF worth $50.4K as of Q2 2026.
  • Triumph Capital Management left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #676 holding.
  • Triumph Capital Management first reported a position in iShares TIPS Bond ETF in Q3 2021 and has held it in 6 quarters since.
  • Triumph Capital Management's iShares TIPS Bond ETF position peaked at $987K in Q1 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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