Cambridge Investment Research Advisors
CAFX

Cambridge Investment Research Advisors’s Congress Intermediate Bond ETF CAFX Stock Holding History

Cambridge Investment Research Advisors’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
2026
Q1 		$246K Sell
9,917
-21
-0.2% -$525 ﹤0.01% 3471
2025
Q4 		$249K Buy
9,938
+445
+5% +$11.2K ﹤0.01% 3383
2025
Q3 		$238K Buy
+9,493
New +$237K ﹤0.01% 3336

Other funds holding CAFX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors's CAFX Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Congress Intermediate Bond ETF (CAFX) stake by 0.21% in Q1 2026, selling an estimated $525 and leaving 9,917 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #3471.

Cambridge Investment Research Advisors first reported a position in CAFX in Q3 2025 and has held it in 3 quarters since. The position peaked at $249K in Q4 2025. 22 funds tracked by Wall St. Rank hold CAFX as of Q1 2026.

  • Cambridge Investment Research Advisors held 9,917 shares of Congress Intermediate Bond ETF worth $246K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 21 Congress Intermediate Bond ETF shares in Q1 2026, an estimated $525.
  • Congress Intermediate Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3471 holding.
  • Cambridge Investment Research Advisors first reported a position in Congress Intermediate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Cambridge Investment Research Advisors's Congress Intermediate Bond ETF position peaked at $249K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.