LPL Financial
APCB icon

LPL Financial’s ActivePassive Core Bond ETF APCB Stock Holding History

LPL Financial’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
Q1 		$35.8M Sell
1,214,405
-120,532
-9% -$3.58M 0.01% 1081
2025
Q4 		$39.6M Sell
1,334,937
-43,504
-3% -$1.3M 0.01% 990
2025
Q3 		$41.1M Sell
1,378,441
-105,168
-7% -$3.11M 0.01% 939
2025
Q2 		$44M Buy
1,483,609
+1,066,695
+256% +$31.2M 0.01% 828
2025
Q1 		$12.3M Sell
416,914
-8,994
-2% -$263K ﹤0.01% 1462
2024
Q4 		$12.3M Sell
425,908
-823
-0.2% -$24.4K 0.01% 1388
2024
Q3 		$13M Buy
426,731
+285,073
+201% +$8.54M 0.01% 1288
2024
Q2 		$4.15M Buy
+141,658
New +$4.12M ﹤0.01% 2009

Other funds holding APCB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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

LPL Financial's APCB Position: Q1 2026 in Review

LPL Financial reduced its ActivePassive Core Bond ETF (APCB) stake by 9% in Q1 2026, selling an estimated $3.58M and leaving 1,214,405 shares worth $35.8M. The position accounts for 0.01% of the portfolio, ranked #1081.

LPL Financial first reported a position in APCB in Q2 2024 and has held it in 8 quarters since. The position peaked at $44M in Q2 2025. 38 funds tracked by Wall St. Rank hold APCB as of Q1 2026.

  • LPL Financial held 1,214,405 shares of ActivePassive Core Bond ETF worth $35.8M as of Q1 2026.
  • LPL Financial sold 120,532 ActivePassive Core Bond ETF shares in Q1 2026, an estimated $3.58M.
  • ActivePassive Core Bond ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1081 holding.
  • LPL Financial first reported a position in ActivePassive Core Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • LPL Financial's ActivePassive Core Bond ETF position peaked at $44M in Q2 2025.
  • 38 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.