Triumph Capital Management HYXF ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF

Ownership history in Triumph Capital Management  ·  4 quarters on record

AI Ownership Summary

Triumph Capital Management reported ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF (HYXF) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows HYXF at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HYXF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Triumph Capital Management's position in ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HYXF was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Triumph Capital Management held HYXF — position size vs. price
% of Fund (quarterly)    HYXF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 650 +159 +32.4% 0.01% $30K 2026-07-21 $46.37
2026 Q1 ADDED 491 +61 +14.2% 0.00% $23K 2026-05-13 $46.16
2025 Q4 UNCHANGED 430 0% 0.00% $20K 2026-02-12 $46.09
2025 Q3 INITIATED 430 0.00% $20K 2025-11-17 $45.10

FAQ About Triumph Capital Management and HYXF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Triumph Capital Management reported owning HYXF?

Triumph Capital Management reported HYXF across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported HYXF position in Triumph Capital Management's portfolio?

The largest reported portfolio weight for HYXF was 0.01% in 2026 Q2.

What is the latest reported HYXF position on this page?

The most recent filing on this page is 2026 Q2, when Triumph Capital Management reported 650 shares, equal to 0.01% of portfolio, with an estimated market value of $30K.

What does the chart on this HYXF ownership page compare?

The chart compares Triumph Capital Management's quarterly HYXF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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