CIA
SYSB

Cape Investment Advisory’s iShares Systematic Bond ETF SYSB Stock Holding History

Cape Investment Advisory’s Portfolio SYSB Stock Details SYSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,839
Closed -$165K – 540
2025
Q4 		$165K Buy
+1,839
New +$166K 0.05% 228

Other funds holding SYSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cape Investment Advisory's SYSB Position: Q1 2026 in Review

Cape Investment Advisory sold out of iShares Systematic Bond ETF (SYSB) in Q1 2026, closing a stake of 1,839 shares — an estimated $165K sold.

Cape Investment Advisory first reported a position in SYSB in Q4 2025 and held it in 1 quarter. The position peaked at $165K in Q4 2025. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

  • Cape Investment Advisory reported no remaining iShares Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 1,839 iShares Systematic Bond ETF shares in Q1 2026, an estimated $165K.
  • Cape Investment Advisory first reported a position in iShares Systematic Bond ETF in Q4 2025 and held it in 1 quarter.
  • Cape Investment Advisory's iShares Systematic Bond ETF position peaked at $165K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.