F/M 3-Year Investment Grade Corporate Bond Etf
ZTRE
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ROIC.AI
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- F/m Investments LLC (F/m Investments) is an independent registered investment adviser that creates, manages, and distributes a suite of exchange-traded funds (ETFs), mutual funds, and separately managed accounts focused on fixed income, equity, and multi-asset strategies; its offerings include the U.S. Benchmark Series of Treasury ETFs such as the US Treasury 3 Month Bill ETF (TBIL) and US Treasury 6 Month Bill ETF (XBIL), the US Credit Series of investment grade corporate bond ETFs including the F/m 3-Year Investment Grade Corporate Bond ETF (ZTRE), F/m 2-Year Investment Grade Corporate Bond ETF (ZTWO), and F/m 10-Year Investment Grade Corporate Bond ETF (ZTEN), the actively managed F/m Opportunistic Income ETF (XFIX), the F/m High Yield 100 ETF (ZTOP), and the recently launched F/m Compoundr series comprising the F/m Compoundr US Aggregate Bond ETF (CPAG) and F/m Compoundr High Yield Bond ETF (CPHY), which employ a dividend rotation strategy to mitigate tax drag. The F/m 3-Year Investment Grade Corporate Bond ETF (ZTRE) seeks to track the Bloomberg US Liquid Corporate 3 Year Maturity Index by investing in the most recent current coupon investment grade corporate bonds with approximately three-year maturities, rebalanced monthly to maintain duration and incorporate new issues for liquidity and coupon capture; it aims to deliver monthly dividends, reduced transaction costs, and ETF tax efficiencies relative to direct bond holdings. Headquartered in Washington, DC, with additional offices in Boston, Chicago, Milwaukee, and St. Louis, F/m Investments manages over $18 billion in assets as of September 30, 2025, and serves financial advisors, institutions, pensions, endowments, and individual investors primarily in the United States. In April 2024, F/m Investments completed a reorganization combining with Ziegler Capital Management (dba ZCM), both majority-owned by F/m Managers Group, simplifying its brand structure and expanding total assets to approximately $14 billion at the time while enhancing access to over 40 strategies. Recent developments include the December 2024 announcement to transfer its US Credit Series ETFs, including ZTRE, ZTEN, and ZTWO, totaling about $16 billion in assets, from the NYSE Arca to Nasdaq for improved operational efficiency, alongside ongoing launches such as the F/m Emerald Life Sciences Innovation ETF (LFSC) and F/m Emerald Special Situations ETF in partnership with Emerald Advisers in October 2025, and the Compoundr fixed income ETFs with Compoundr in August 2025.