Triumph Capital Management
USIG icon

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
Q3 		$8.16M Buy
167,453
+21,953
+15% +$1.1M 1.42% 8
2026
Q2 		$7.46M Buy
145,500
+10,038
+7% +$514K 1.35% 13
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
North Dakota State Investment Board
North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

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

Triumph Capital Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 15% in Q3 2026, buying an estimated $1.1M and bringing the position to 167,453 shares worth $8.16M. The position accounts for 1.42% of the portfolio, ranked #8.

Triumph Capital Management first reported a position in USIG in Q3 2021 and has held it in 14 quarters since. 261 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • Triumph Capital Management held 167,453 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $8.16M as of Q3 2026.
  • Triumph Capital Management bought 21,953 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.1M.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 1.42% of Triumph Capital Management's portfolio in Q3 2026, its #8 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 14 quarters since.
  • 261 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

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