CX Institutional
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CX Institutional’s iShares Systematic Bond ETF SYSB Stock Holding History

CX Institutional’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
Q3 		$18K Buy
212
+13
+7% +$1.13K ﹤0.01% 1255
2026
Q2 		$18K Buy
+199
New +$17.6K ﹤0.01% 1192

Other funds holding SYSB

Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Traveka Wealth
Traveka Wealth Los Altos, California $324M AUM 18.67% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Scarborough Advisors
Scarborough Advisors Annapolis, Maryland $23.9M AUM 12.47% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

CX Institutional's SYSB Position: Q3 2026 in Review

CX Institutional increased its iShares Systematic Bond ETF (SYSB) stake by 6.5% in Q3 2026, buying an estimated $1.13K and bringing the position to 212 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

CX Institutional first reported a position in SYSB in Q2 2026 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • CX Institutional held 212 shares of iShares Systematic Bond ETF worth $18K as of Q3 2026.
  • CX Institutional bought 13 iShares Systematic Bond ETF shares in Q3 2026, an estimated $1.13K.
  • iShares Systematic Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1255 holding.
  • CX Institutional first reported a position in iShares Systematic Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.