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Ishares Tr edge us fixd inm shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Ishares Tr edge us fixd inm (SYSB) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Ishares Tr edge us fixd inm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge us fixd inm held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge us fixd inm by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $165k 1.8k 89.76

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)

View all positions for Cape Investment Advisory

Top funds holding Ishares Tr edge us fixd inm

Envestnet Asset Management
LPL Financial
Cetera Investment Advisers
Envestnet Portfolio Solutions
CWM
Resources Investment Advisors
Bank of New York Mellon
Mml Investors Services
Park Avenue Securities
BlackRock
Goldman Sachs Group
Goss Wealth Management
Janney Montgomery Scott
Foundations Investment Advisors
Merit Financial Group

View all funds holding Ishares Tr edge us fixd inm