IFP Advisors’s ActivePassive Core Bond ETF APCB Stock Holding History

IFP Advisors’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	$42.8K	Buy	1,455 +104	+8%	+$3.06K	﹤0.01%	2499
2026 Q1	$39.8K	Hold	1,351	–	–	﹤0.01%	2382
2025 Q4	$40.1K	Sell	1,351 -2,749	-67%	-$82.2K	﹤0.01%	2310
2025 Q3	$122K	Sell	4,100 -354	-8%	-$10.5K	﹤0.01%	1559
2025 Q2	$132K	Buy	4,454 +72	+2%	+$2.11K	﹤0.01%	1484
2025 Q1	$129K	Hold	4,382	–	–	﹤0.01%	1388
2024 Q4	$127K	Hold	4,382	–	–	﹤0.01%	1348
2024 Q3	$133K	Buy	4,382 +154	+4%	+$4.62K	﹤0.01%	1285
2024 Q2	$124K	Buy	+4,228	New	+$123K	﹤0.01%	1270

Other funds holding APCB

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

PAS

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAM

Capital Asset Management Denver, Colorado $44.4M AUM

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

IFP Advisors's APCB Position: Q2 2026 in Review

IFP Advisors increased its ActivePassive Core Bond ETF (APCB) stake by 7.7% in Q2 2026, buying an estimated $3.06K and bringing the position to 1,455 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

IFP Advisors first reported a position in APCB in Q2 2024 and has held it in 9 quarters since. The position peaked at $133K in Q3 2024. 10 funds tracked by Wall St. Rank hold APCB as of Q2 2026.

IFP Advisors held 1,455 shares of ActivePassive Core Bond ETF worth $42.8K as of Q2 2026.
IFP Advisors bought 104 ActivePassive Core Bond ETF shares in Q2 2026, an estimated $3.06K.
ActivePassive Core Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2499 holding.
IFP Advisors first reported a position in ActivePassive Core Bond ETF in Q2 2024 and has held it in 9 quarters since.
IFP Advisors's ActivePassive Core Bond ETF position peaked at $133K in Q3 2024.
10 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.