JIC
CAFX

Johnson Investment Counsel’s Congress Intermediate Bond ETF CAFX Stock Holding History

Johnson Investment Counsel’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
Q2 		– Sell
-17,400
Closed -$432K – 866
2026
Q1 		$432K Buy
+17,400
New +$435K ﹤0.01% 621

Other funds holding CAFX

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
ESB
Essex Savings Bank Essex, Connecticut $462M AUM 33.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Johnson Investment Counsel's CAFX Position: Q2 2026 in Review

Johnson Investment Counsel sold out of Congress Intermediate Bond ETF (CAFX) in Q2 2026, closing a stake of 17,400 shares — an estimated $432K sold.

Johnson Investment Counsel first reported a position in CAFX in Q1 2026 and held it in 1 quarter. The position peaked at $432K in Q1 2026. 6 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

  • Johnson Investment Counsel reported no remaining Congress Intermediate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Johnson Investment Counsel sold 17,400 Congress Intermediate Bond ETF shares in Q2 2026, an estimated $432K.
  • Johnson Investment Counsel first reported a position in Congress Intermediate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Johnson Investment Counsel's Congress Intermediate Bond ETF position peaked at $432K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.