SEC 13F Intelligence

Triumph Capital Management / TLT

Triumph Capital Management’s Ishares Tr Position

Does Triumph Capital Management own Ishares Tr (TLT)? Yes — 72.5K shares worth $6M (+1.28% of its 13F portfolio) as of Q1 2026, up from 52.4K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
72.5K
% of Portfolio
+1.28%
Quarters Held
7
currently held

Position History TLT

Reported value by quarter
Q3 ’23: $355,287Q3 ’23Q4 ’24: $900,809Q4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202672.5K$6M+1.28%
Q4 202552.4K$5M+0.99%
Q3 202552.7K$5M+1.15%
Q2 202544.2K$4M+1.17%
Q1 202529.5K$3M+0.89%
Q4 202410.3K$900,809+0.31%
Q3 20234.0K$355,287+0.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triumph Capital Management’s full portfolio or all institutional holders of TLT.