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

Lido Advisors’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 Q2	$3.68M	Sell	73,062 -4,418	-6%	-$223K	0.01%	582
2026 Q1	$3.91M	Sell	77,480 -33,716	-30%	-$1.71M	0.01%	517
2025 Q4	$5.66M	Buy	111,196 +2	+0%	+$102	0.02%	438
2025 Q3	$5.66M	Buy	111,194 +571	+0.5%	+$29K	0.02%	420
2025 Q2	$5.62M	Sell	110,623 -9,324	-8%	-$471K	0.02%	343
2025 Q1	$6.07M	Sell	119,947 -20,443	-15%	-$1.03M	0.03%	310
2024 Q4	$7.06M	Buy	140,390 +2,224	+2%	+$112K	0.03%	266
2024 Q3	$7.04M	Buy	138,166 +15,949	+13%	+$805K	0.04%	261
2024 Q2	$6.11M	Sell	122,217 -7,246	-6%	-$361K	0.03%	259
2024 Q1	$6.49M	Buy	+129,463	New	+$6.49M	0.04%	240

Other funds holding ZTWO

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

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

CBT

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

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

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

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

EIA

Emerald Investment Advisers Leola, Pennsylvania $1.5B AUM

HORAN Wealth Cincinnati, Ohio $800M AUM 23.65% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Lido Advisors's ZTWO Position: Q2 2026 in Review

Lido Advisors reduced its F/M 2-Year Investment Grade Corporate Bond ETF (ZTWO) stake by 5.7% in Q2 2026, selling an estimated $223K and leaving 73,062 shares worth $3.68M. The position accounts for 0.01% of the portfolio, ranked #582.

Lido Advisors first reported a position in ZTWO in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.06M in Q4 2024. 11 funds tracked by Wall St. Rank hold ZTWO as of Q2 2026.

Lido Advisors held 73,062 shares of F/M 2-Year Investment Grade Corporate Bond ETF worth $3.68M as of Q2 2026.
Lido Advisors sold 4,418 F/M 2-Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $223K.
F/M 2-Year Investment Grade Corporate Bond ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #582 holding.
Lido Advisors first reported a position in F/M 2-Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Lido Advisors's F/M 2-Year Investment Grade Corporate Bond ETF position peaked at $7.06M in Q4 2024.
11 funds tracked by Wall St. Rank held F/M 2-Year Investment Grade Corporate Bond ETF as of Q2 2026.

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