Envestnet Asset Management
APCB icon

Envestnet Asset Management’s ActivePassive Core Bond ETF APCB Stock Holding History

Envestnet Asset Management’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 		$421M Buy
14,312,035
+725,351
+5% +$21.3M 0.1% 176
2026
Q1 		$400M Buy
13,586,684
+1,272,835
+10% +$37.8M 0.11% 172
2025
Q4 		$365M Buy
12,313,849
+1,053,330
+9% +$31.5M 0.11% 169
2025
Q3 		$336M Buy
11,260,519
+607,297
+6% +$18M 0.1% 196
2025
Q2 		$316M Buy
10,653,222
+858,995
+9% +$25.2M 0.09% 202
2025
Q1 		$289M Buy
9,794,227
+1,249,102
+15% +$36.5M 0.09% 201
2024
Q4 		$248M Buy
8,545,125
+2,960,952
+53% +$87.6M 0.08% 227
2024
Q3 		$170M Buy
5,584,173
+267,907
+5% +$8.03M 0.05% 324
2024
Q2 		$156M Buy
5,316,266
+4,204,272
+378% +$122M 0.05% 322
2024
Q1 		$32.8M Buy
1,111,994
+556,857
+100% +$16.4M 0.01% 850
2023
Q4 		$16.6M Buy
555,137
+314,614
+131% +$9.05M 0.01% 1141
2023
Q3 		$6.84M Sell
240,523
-2,941,751
-92% -$85.5M ﹤0.01% 1614
2023
Q2 		$94.2M Buy
+3,182,274
New +$94.4M 0.04% 359

Other funds holding APCB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Osaic Holdings
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
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM

Envestnet Asset Management's APCB Position: Q2 2026 in Review

Envestnet Asset Management increased its ActivePassive Core Bond ETF (APCB) stake by 5.3% in Q2 2026, buying an estimated $21.3M and bringing the position to 14,312,035 shares worth $421M. The position accounts for 0.1% of the portfolio, ranked #176.

Envestnet Asset Management first reported a position in APCB in Q2 2023 and has held it in 13 quarters since. 39 funds tracked by Wall St. Rank hold APCB as of Q2 2026.

  • Envestnet Asset Management held 14,312,035 shares of ActivePassive Core Bond ETF worth $421M as of Q2 2026.
  • Envestnet Asset Management bought 725,351 ActivePassive Core Bond ETF shares in Q2 2026, an estimated $21.3M.
  • ActivePassive Core Bond ETF made up 0.1% of Envestnet Asset Management's portfolio in Q2 2026, its #176 holding.
  • Envestnet Asset Management first reported a position in ActivePassive Core Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 39 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.