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World Investment Advisors’s ActivePassive Core Bond ETF APCB Stock Holding History

World Investment 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
Q1 		$2.52M Buy
85,412
+278
+0.3% +$8.26K 0.04% 419
2025
Q4 		$2.52M Buy
85,134
+26,928
+46% +$805K 0.04% 412
2025
Q3 		$1.74M Buy
58,206
+2,619
+5% +$77.5K 0.04% 436
2025
Q2 		$1.65M Sell
55,587
-7,453
-12% -$218K 0.04% 411
2025
Q1 		$1.86M Sell
63,040
-240
-0.4% -$7.01K 0.05% 365
2024
Q4 		$1.83M Buy
63,280
+611
+1% +$18.1K 0.05% 345
2024
Q3 		$1.9M Buy
62,669
+96
+0.2% +$2.88K 0.06% 311
2024
Q2 		$1.83M Buy
+62,573
New +$1.82M 0.11% 173

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

World Investment Advisors's APCB Position: Q1 2026 in Review

World Investment Advisors increased its ActivePassive Core Bond ETF (APCB) stake by 0.33% in Q1 2026, buying an estimated $8.26K and bringing the position to 85,412 shares worth $2.52M. The position accounts for 0.04% of the portfolio, ranked #419.

World Investment Advisors first reported a position in APCB in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.52M in Q4 2025. 38 funds tracked by Wall St. Rank hold APCB as of Q1 2026.

  • World Investment Advisors held 85,412 shares of ActivePassive Core Bond ETF worth $2.52M as of Q1 2026.
  • World Investment Advisors bought 278 ActivePassive Core Bond ETF shares in Q1 2026, an estimated $8.26K.
  • ActivePassive Core Bond ETF made up 0.04% of World Investment Advisors's portfolio in Q1 2026, its #419 holding.
  • World Investment Advisors first reported a position in ActivePassive Core Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • World Investment Advisors's ActivePassive Core Bond ETF position peaked at $2.52M in Q4 2025.
  • 38 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.