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 Q2	$18K	Buy	+199	New	+$17.6K	﹤0.01%	1192

Other funds holding SYSB

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Traveka Wealth Los Altos, California $301M AUM 26.23% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CX Institutional's SYSB Position: Q2 2026 in Review

CX Institutional opened a new position in iShares Systematic Bond ETF (SYSB) in Q2 2026: 199 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #1192 among its holdings.

74 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

CX Institutional held 199 shares of iShares Systematic Bond ETF worth $18K as of Q2 2026.
iShares Systematic Bond ETF was a new CX Institutional position in Q2 2026.
iShares Systematic Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1192 holding.
74 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.