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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
Q2 		$191K Buy
+2,149
New +$191K 0.05% 233
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 $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Cape Investment Advisory's SYSB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Systematic Bond ETF (SYSB) in Q2 2026: 2,149 shares worth $191K. The stake represents 0.05% of the portfolio and ranks #233 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SYSB as recently as Q4 2025.

Cape Investment Advisory first reported a position in SYSB in Q4 2025 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Cape Investment Advisory held 2,149 shares of iShares Systematic Bond ETF worth $191K as of Q2 2026.
  • iShares Systematic Bond ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares Systematic Bond ETF made up 0.05% of Cape Investment Advisory's portfolio in Q2 2026, its #233 holding.
  • Cape Investment Advisory first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.