Triumph Capital Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.94M	Buy	135,462 +113,982	+531%	+$5.9M	1.41%	12
2025 Q4	$1.11M	Buy	21,480 +2,730	+15%	+$142K	0.24%	92
2025 Q3	$979K	Buy	18,750 +360	+2%	+$18.6K	0.26%	90
2025 Q2	$946K	Buy	18,390 +464	+3%	+$23.4K	0.28%	83
2025 Q1	$916K	Buy	17,926 +4,200	+31%	+$213K	0.31%	76
2024 Q4	$690K	Buy	13,726 +5,874	+75%	+$301K	0.24%	106
2024 Q3	$413K	Buy	7,852 +3,246	+70%	+$168K	0.15%	155
2024 Q2	$231K	Buy	+4,606	New	+$230K	0.09%	209
2023 Q2	–	Sell	-4,678	Closed	-$237K	–	249
2023 Q1	$237K	Sell	4,678 -5,069	-52%	-$255K	0.12%	157
2022 Q4	$479K	Buy	+9,747	New	+$475K	0.26%	93
2022 Q1	–	Sell	-3,801	Closed	-$227K	–	249
2021 Q4	$227K	Sell	3,801 -975	-20%	-$58.5K	0.1%	186
2021 Q3	$287K	Buy	+4,776	New	+$291K	0.13%	149

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Triumph Capital Management's USIG Position: Q1 2026 in Review

Triumph Capital Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 531% in Q1 2026, buying an estimated $5.9M and bringing the position to 135,462 shares worth $6.94M. The position accounts for 1.41% of the portfolio, ranked #12.

Triumph Capital Management first reported a position in USIG in Q3 2021 and has held it in 12 quarters since. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Triumph Capital Management held 135,462 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $6.94M as of Q1 2026.
Triumph Capital Management bought 113,982 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $5.9M.
iShares Broad USD Investment Grade Corporate Bond ETF made up 1.41% of Triumph Capital Management's portfolio in Q1 2026, its #12 holding.
Triumph Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 12 quarters since.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.