As of the latest SEC filings, F/M 3-YEAR INVESTMENT GRADE CO (ZTRE) is held by 1 institutional funds. The largest fund shareholder is F/m Opportunistic Income ETF (XFIX), holding an estimated $1,755,762.81 in market value, representing 3.76% of its portfolio.
Funds holding F/M 3-YEAR INVESTMENT GRADE CO (ZTRE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ZTRE
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
XFIX
F/m Opportunistic Income ETF
|
ETF | Independent / Boutique | 3.76% | $1,755,762.81 | 34,230 | Feb 28, 2026 | Apr 28, 2026 |
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