MDA
CAFX

Minot DeBlois Advisors’s Congress Intermediate Bond ETF CAFX Stock Holding History

Minot DeBlois 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
2025
Q1 		– Sell
-1,192
Closed -$29.1K – 308
2024
Q4 		$29.1K Buy
+1,192
New +$29.4K 0.03% 147

Other funds holding CAFX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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
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
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Minot DeBlois Advisors's CAFX Position: Q1 2025 in Review

Minot DeBlois Advisors sold out of Congress Intermediate Bond ETF (CAFX) in Q1 2025, closing a stake of 1,192 shares — an estimated $29.1K sold.

Minot DeBlois Advisors first reported a position in CAFX in Q4 2024 and held it in 1 quarter. The position peaked at $29.1K in Q4 2024. 21 funds tracked by Wall St. Rank hold CAFX as of Q1 2025.

  • Minot DeBlois Advisors reported no remaining Congress Intermediate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Minot DeBlois Advisors sold 1,192 Congress Intermediate Bond ETF shares in Q1 2025, an estimated $29.1K.
  • Minot DeBlois Advisors first reported a position in Congress Intermediate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Minot DeBlois Advisors's Congress Intermediate Bond ETF position peaked at $29.1K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q1 2025.

Based on Minot DeBlois Advisors's 13F filing for Q1 2025, filed 15 May 2025.