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 Q2	$17.1M	Sell	339,685 -25,054	-7%	-$1.27M	0.05%	253
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 $1.97B AUM 30.33% 1-Year Est. Return

CCM

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

CFM

Compass Financial Management Tampa, Florida $829M AUM

APFP

Action Point Financial Planning Grand Rapids, Michigan $984M AUM

PFA

Pillar Financial Advisors Louisville, Kentucky $191M AUM 21.21% 1-Year Est. Return

Lido Advisors's ZTEN Position: Q2 2026 in Review

Lido Advisors reduced its F/M 10-Year Investment Grade Corporate Bond ETF (ZTEN) stake by 6.9% in Q2 2026, selling an estimated $1.27M and leaving 339,685 shares worth $17.1M. The position accounts for 0.05% of the portfolio, ranked #253.

Lido Advisors first reported a position in ZTEN in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.8M in Q4 2025. 9 funds tracked by Wall St. Rank hold ZTEN as of Q2 2026.

Lido Advisors held 339,685 shares of F/M 10-Year Investment Grade Corporate Bond ETF worth $17.1M as of Q2 2026.
Lido Advisors sold 25,054 F/M 10-Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.27M.
F/M 10-Year Investment Grade Corporate Bond ETF made up 0.05% of Lido Advisors's portfolio in Q2 2026, its #253 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 10 quarters since.
Lido Advisors's F/M 10-Year Investment Grade Corporate Bond ETF position peaked at $18.8M in Q4 2025.
9 funds tracked by Wall St. Rank held F/M 10-Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.