AssetMark Inc’s ActivePassive Core Bond ETF APCB Stock Holding History

AssetMark Inc’s Portfolio APCB Stock Details APCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-8,432	Closed	-$248K	–	3562
2026 Q1	$248K	Buy	+8,432	New	+$250K	﹤0.01%	1301
2025 Q2	–	Sell	-707	Closed	-$20.9K	–	3009
2025 Q1	$20.9K	Buy	+707	New	+$20.7K	﹤0.01%	1699

Other funds holding APCB

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

AssetMark Inc's APCB Position: Q2 2026 in Review

AssetMark Inc sold out of ActivePassive Core Bond ETF (APCB) in Q2 2026, closing a stake of 8,432 shares — an estimated $248K sold.

AssetMark Inc first reported a position in APCB in Q1 2025 and held it in 2 quarters. The position peaked at $248K in Q1 2026. 40 funds tracked by Wall St. Rank hold APCB as of Q2 2026.

AssetMark Inc reported no remaining ActivePassive Core Bond ETF position as of Q2 2026 after selling out during the quarter.
AssetMark Inc sold 8,432 ActivePassive Core Bond ETF shares in Q2 2026, an estimated $248K.
AssetMark Inc first reported a position in ActivePassive Core Bond ETF in Q1 2025 and held it in 2 quarters.
AssetMark Inc's ActivePassive Core Bond ETF position peaked at $248K in Q1 2026.
40 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.