Bank of America
CAFX

Bank of America’s Congress Intermediate Bond ETF CAFX Stock Holding History

Bank of America’s Portfolio CAFX Stock Details CAFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,239
Closed -$130K – 8729
2025
Q1 		$130K Buy
+5,239
New +$129K ﹤0.01% 6374

Other funds holding CAFX

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America's CAFX Position: Q2 2025 in Review

Bank of America sold out of Congress Intermediate Bond ETF (CAFX) in Q2 2025, closing a stake of 5,239 shares — an estimated $130K sold.

Bank of America first reported a position in CAFX in Q1 2025 and held it in 1 quarter. The position peaked at $130K in Q1 2025. 22 funds tracked by Wall St. Rank hold CAFX as of Q2 2025.

  • Bank of America reported no remaining Congress Intermediate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Bank of America sold 5,239 Congress Intermediate Bond ETF shares in Q2 2025, an estimated $130K.
  • Bank of America first reported a position in Congress Intermediate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Bank of America's Congress Intermediate Bond ETF position peaked at $130K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2025.

Based on Bank of America's 13F filing for Q2 2025, filed 14 Aug 2025.