No House member has disclosed a ZTRE trade since 2025.
From the House's STOCK Act reports (Senate not included). Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.0 | 0.0 | -1.1 | 0.1 | -0.1 | -0.3 | -0.2 | -0.2 | -1.6 | 0.5 | −2.9% | ||
| 2025 | 0.5 | 0.6 | -0.0 | 0.3 | -0.2 | 0.5 | -0.4 | 0.8 | 0.0 | -0.1 | 0.2 | -0.3 | +2.0% |
| 2024 | -0.6 | 0.2 | -1.1 | 0.6 | 0.1 | 1.1 | 0.9 | 0.6 | -1.3 | 0.3 | -0.9 | −0.2% |
Under normal market conditions, F/m Investments LLC (the “Adviser”) seeks to achieve the fund’s investment objective by investing at least 80% of the fund’s net assets (plus any borrowings for investment purposes) in investment grade corporate bonds that have at least 2.5 years, but less than 3.5 years, remaining to maturity. The underlying index was created in January 2025, with history backfilled to January 1, 2011, by Bloomberg Index Services Limited.
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