HORAN Wealth’s F/M 3-Year Investment Grade Corporate Bond ETF ZTRE Stock Holding History

HORAN Wealth’s Portfolio ZTRE Stock Details ZTRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$235K	Buy	+4,653	New	+$236K	0.03%	197

Other funds holding ZTRE

FMI

F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CCM

Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CBT

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HORAN Wealth's ZTRE Position: Q2 2026 in Review

HORAN Wealth opened a new position in F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) in Q2 2026: 4,653 shares worth $235K. The stake represents 0.03% of the portfolio and ranks #197 among its holdings.

9 funds tracked by Wall St. Rank hold ZTRE as of Q2 2026.

HORAN Wealth held 4,653 shares of F/M 3-Year Investment Grade Corporate Bond ETF worth $235K as of Q2 2026.
F/M 3-Year Investment Grade Corporate Bond ETF was a new HORAN Wealth position in Q2 2026.
F/M 3-Year Investment Grade Corporate Bond ETF made up 0.03% of HORAN Wealth's portfolio in Q2 2026, its #197 holding.
9 funds tracked by Wall St. Rank held F/M 3-Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.