Triumph Capital Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Triumph Capital Management’s Portfolio USHY Stock Details USHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.1K	Buy	598 +139	+30%	+$5.14K	﹤0.01%	910
2026 Q1	$16.9K	Sell	459 -127	-22%	-$4.74K	﹤0.01%	945
2025 Q4	$21.9K	Buy	+586	New	+$21.9K	﹤0.01%	833
2023 Q4	–	Sell	-18,611	Closed	-$646K	–	256
2023 Q3	$646K	Buy	18,611 +12,365	+198%	+$434K	0.29%	82
2023 Q2	$220K	Sell	6,246 -41	-0.7%	-$1.44K	0.1%	192
2023 Q1	$224K	Buy	6,287 +532	+9%	+$18.7K	0.11%	168
2022 Q4	$199K	Sell	5,755 -4,439	-44%	-$153K	0.11%	192
2022 Q3	$343K	Sell	10,194 -4,671	-31%	-$166K	0.19%	117
2022 Q2	$515K	Buy	14,865 +514	+4%	+$18.8K	0.27%	89
2022 Q1	$558K	Buy	+14,351	New	+$567K	0.24%	106

Other funds holding USHY

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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

Triumph Capital Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 30% in Q2 2026, buying an estimated $5.14K and bringing the position to 598 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Triumph Capital Management first reported a position in USHY in Q1 2022 and has held it in 10 quarters since. The position peaked at $646K in Q3 2023. 149 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Triumph Capital Management held 598 shares of iShares Broad USD High Yield Corporate Bond ETF worth $22.1K as of Q2 2026.
Triumph Capital Management bought 139 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $5.14K.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #910 holding.
Triumph Capital Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2022 and has held it in 10 quarters since.
Triumph Capital Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $646K in Q3 2023.
149 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

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