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APCB icon

&Partners’s ActivePassive Core Bond ETF APCB Stock Holding History

&Partners’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 		$6.33M Buy
213,551
+10,567
+5% +$311K 0.03% 514
2026
Q1 		$5.98M Buy
202,984
+37,884
+23% +$1.13M 0.03% 473
2025
Q4 		$4.9M Buy
165,100
+80,664
+96% +$2.41M 0.03% 505
2025
Q3 		$2.69M Buy
84,436
+23,091
+38% +$683K 0.02% 631
2025
Q2 		$1.82M Sell
61,345
-730
-1% -$21.4K 0.01% 713
2025
Q1 		$1.83M Buy
62,075
+14,666
+31% +$429K 0.02% 575
2024
Q4 		$1.38M Buy
47,409
+21,530
+83% +$637K 0.02% 632
2024
Q3 		$786K Buy
+25,879
New +$776K 0.02% 661

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 22.96% 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
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

&Partners's APCB Position: Q2 2026 in Review

&Partners increased its ActivePassive Core Bond ETF (APCB) stake by 5.2% in Q2 2026, buying an estimated $311K and bringing the position to 213,551 shares worth $6.33M. The position accounts for 0.03% of the portfolio, ranked #514.

&Partners first reported a position in APCB in Q3 2024 and has held it in 8 quarters since. 39 funds tracked by Wall St. Rank hold APCB as of Q2 2026.

  • &Partners held 213,551 shares of ActivePassive Core Bond ETF worth $6.33M as of Q2 2026.
  • &Partners bought 10,567 ActivePassive Core Bond ETF shares in Q2 2026, an estimated $311K.
  • ActivePassive Core Bond ETF made up 0.03% of &Partners's portfolio in Q2 2026, its #514 holding.
  • &Partners first reported a position in ActivePassive Core Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 39 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.