F/M Investments’s F/M 2-Year Investment Grade Corporate Bond ETF ZTWO Stock Holding History

F/M Investments’s Portfolio ZTWO Stock Details ZTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.12M	Sell	180,936 -43,413	-19%	-$2.2M	0.61%	43
2025 Q4	$11.4M	Sell	224,349 -15,711	-7%	-$799K	0.43%	47
2025 Q3	$12.2M	Sell	240,060 -2,306,083	-91%	-$117M	0.47%	45
2025 Q2	$129M	Buy	2,546,143 +6,072	+0.2%	+$307K	4.7%	2
2025 Q1	$129M	Sell	2,540,071 -367,816	-13%	-$18.5M	5.12%	2
2024 Q4	$146M	Buy	2,907,887 +2,769,022	+1,994%	+$140M	5.39%	1
2024 Q3	$7.08M	Buy	+138,865	New	+$7.01M	0.22%	146
2024 Q2	–	Sell	-128,002	Closed	-$6.42M	–	349
2024 Q1	$6.42M	Buy	+128,002	New	+$6.41M	4.33%	7

Other funds holding ZTWO

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CCM

Crew Capital Management Cincinnati, Ohio $151M AUM 20.49% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

EIA

Emerald Investment Advisers Leola, Pennsylvania $1.11B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

F/M Investments's ZTWO Position: Q1 2026 in Review

F/M Investments reduced its F/M 2-Year Investment Grade Corporate Bond ETF (ZTWO) stake by 19% in Q1 2026, selling an estimated $2.2M and leaving 180,936 shares worth $9.12M. The position accounts for 0.61% of the portfolio, ranked #43.

F/M Investments first reported a position in ZTWO in Q1 2024 and has held it in 8 quarters since. The position peaked at $146M in Q4 2024. 12 funds tracked by Wall St. Rank hold ZTWO as of Q1 2026.

F/M Investments held 180,936 shares of F/M 2-Year Investment Grade Corporate Bond ETF worth $9.12M as of Q1 2026.
F/M Investments sold 43,413 F/M 2-Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.2M.
F/M 2-Year Investment Grade Corporate Bond ETF made up 0.61% of F/M Investments's portfolio in Q1 2026, its #43 holding.
F/M Investments first reported a position in F/M 2-Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
F/M Investments's F/M 2-Year Investment Grade Corporate Bond ETF position peaked at $146M in Q4 2024.
12 funds tracked by Wall St. Rank held F/M 2-Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.