Action Point Financial Planning’s F/M 10-Year Investment Grade Corporate Bond ETF ZTEN Stock Holding History

Action Point Financial Planning’s Portfolio ZTEN Stock Details ZTEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-189	Closed	-$9.5K	–	2592
2026 Q2	$9.5K	Buy	+189	New	+$9.6K	﹤0.01%	1479

Other funds holding ZTEN

F/M Investments Washington, District of Columbia $3.38B AUM 20.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Crew Capital Management Cincinnati, Ohio $190M AUM 29.9% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Compass Financial Management Tampa, Florida $926M AUM

Action Point Financial Planning's ZTEN Position: Q3 2026 in Review

Action Point Financial Planning sold out of F/M 10-Year Investment Grade Corporate Bond ETF (ZTEN) in Q3 2026, closing a stake of 189 shares — an estimated $9.5K sold.

Action Point Financial Planning first reported a position in ZTEN in Q2 2026 and held it in 1 quarter. The position peaked at $9.5K in Q2 2026. 5 funds tracked by Wall St. Rank hold ZTEN as of Q3 2026.

Action Point Financial Planning reported no remaining F/M 10-Year Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Action Point Financial Planning sold 189 F/M 10-Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $9.5K.
Action Point Financial Planning first reported a position in F/M 10-Year Investment Grade Corporate Bond ETF in Q2 2026 and held it in 1 quarter.
Action Point Financial Planning's F/M 10-Year Investment Grade Corporate Bond ETF position peaked at $9.5K in Q2 2026.
5 funds tracked by Wall St. Rank held F/M 10-Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Action Point Financial Planning's 13F filing for Q3 2026, filed 13 Nov 2026.