OIA
CAFX

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

OneDigital Investment 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
Q4 		– Sell
-67,998
Closed -$1.7M – 1608
2025
Q3 		$1.7M Sell
67,998
-28,979
-30% -$724K 0.02% 487
2025
Q2 		$2.42M Buy
96,977
+5,615
+6% +$139K 0.03% 384
2025
Q1 		$2.26M Buy
91,362
+5,278
+6% +$130K 0.03% 378
2024
Q4 		$2.1M Buy
+86,084
New +$2.12M 0.02% 407

Other funds holding CAFX

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $83.7B AUM 27.22% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OneDigital Investment Advisors's CAFX Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of Congress Intermediate Bond ETF (CAFX) in Q4 2025, closing a stake of 67,998 shares — an estimated $1.7M sold.

OneDigital Investment Advisors first reported a position in CAFX in Q4 2024 and held it in 4 quarters. The position peaked at $2.42M in Q2 2025. 27 funds tracked by Wall St. Rank hold CAFX as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining Congress Intermediate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 67,998 Congress Intermediate Bond ETF shares in Q4 2025, an estimated $1.7M.
  • OneDigital Investment Advisors first reported a position in Congress Intermediate Bond ETF in Q4 2024 and held it in 4 quarters.
  • OneDigital Investment Advisors's Congress Intermediate Bond ETF position peaked at $2.42M in Q2 2025.
  • 27 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.