Congress Wealth Management’s Congress Intermediate Bond ETF CAFX Stock Holding History

Congress Wealth Management’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	$67.7M	Buy
2025 Q1	$61.7M	Buy
2024 Q4	$54.6M	Buy
2024 Q3	$47.8M	Buy