Lido Advisors’s F/M 3-Year Investment Grade Corporate Bond ETF ZTRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Buy |
371,469
+7,547
| +2% | +$386K | 0.07% | 153 |
|
|
2025
Q1 | $18.5M | Sell |
363,922
-18,721
| -5% | -$951K | 0.08% | 141 |
|
|
2024
Q4 | $19.2M | Buy |
382,643
+24,120
| +7% | +$1.21M | 0.09% | 130 |
|
|
2024
Q3 | $18.4M | Buy |
358,523
+106,538
| +42% | +$5.46M | 0.09% | 104 |
|
|
2024
Q2 | $12.6M | Buy |
251,985
+49,272
| +24% | +$2.46M | 0.07% | 138 |
|
|
2024
Q1 | $10.2M | Buy |
+202,713
| New | +$10.2M | 0.06% | 165 |
|