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 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 $1.51B AUM 25.86% 1-Year Est. Return

CCM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CBT

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

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

EIA

Emerald Investment Advisers Leola, Pennsylvania $1.11B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Lido Advisors's ZTWO Position: Q1 2026 in Review

Lido Advisors reduced its F/M 2-Year Investment Grade Corporate Bond ETF (ZTWO) stake by 30% in Q1 2026, selling an estimated $1.71M and leaving 77,480 shares worth $3.91M. The position accounts for 0.01% of the portfolio, ranked #517.

Lido Advisors first reported a position in ZTWO in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.06M in Q4 2024. 12 funds tracked by Wall St. Rank hold ZTWO as of Q1 2026.

Lido Advisors held 77,480 shares of F/M 2-Year Investment Grade Corporate Bond ETF worth $3.91M as of Q1 2026.
Lido Advisors sold 33,716 F/M 2-Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.71M.
F/M 2-Year Investment Grade Corporate Bond ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #517 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 9 quarters since.
Lido Advisors's F/M 2-Year Investment Grade Corporate Bond ETF position peaked at $7.06M in Q4 2024.
12 funds tracked by Wall St. Rank held F/M 2-Year Investment Grade Corporate Bond ETF as of Q1 2026.

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