Lido Advisors’s F/M 10-Year Investment Grade Corporate Bond ETF ZTEN Stock Holding History

Lido Advisors’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 Q1	$18.4M	Sell	364,739 -1,085	-0.3%	-$55.5K	0.06%	218
2025 Q4	$18.8M	Hold	365,824	–	–	0.06%	216
2025 Q3	$18.8M	Sell	365,824 -2,358	-0.6%	-$120K	0.06%	205
2025 Q2	$18.7M	Buy	368,182 +21,608	+6%	+$1.07M	0.07%	167
2025 Q1	$17.4M	Buy	346,574 +37,394	+12%	+$1.86M	0.08%	155
2024 Q4	$15.3M	Buy	309,180 +20,826	+7%	+$1.05M	0.07%	165
2024 Q3	$15M	Buy	288,354 +34,339	+14%	+$1.75M	0.07%	145
2024 Q2	$12.6M	Buy	254,015 +19,834	+8%	+$976K	0.07%	147
2024 Q1	$11.7M	Buy	+234,181	New	+$11.7M	0.07%	150

Other funds holding ZTEN

FMI

F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

CCM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HORAN Wealth Cincinnati, Ohio $1.05B AUM 17.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors's ZTEN Position: Q1 2026 in Review

Lido Advisors reduced its F/M 10-Year Investment Grade Corporate Bond ETF (ZTEN) stake by 0.3% in Q1 2026, selling an estimated $55.5K and leaving 364,739 shares worth $18.4M. The position accounts for 0.06% of the portfolio, ranked #218.

Lido Advisors first reported a position in ZTEN in Q1 2024 and has held it in 9 quarters since. The position peaked at $18.8M in Q4 2025. 8 funds tracked by Wall St. Rank hold ZTEN as of Q1 2026.

Lido Advisors held 364,739 shares of F/M 10-Year Investment Grade Corporate Bond ETF worth $18.4M as of Q1 2026.
Lido Advisors sold 1,085 F/M 10-Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $55.5K.
F/M 10-Year Investment Grade Corporate Bond ETF made up 0.06% of Lido Advisors's portfolio in Q1 2026, its #218 holding.
Lido Advisors first reported a position in F/M 10-Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Lido Advisors's F/M 10-Year Investment Grade Corporate Bond ETF position peaked at $18.8M in Q4 2025.
8 funds tracked by Wall St. Rank held F/M 10-Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.