UBS Group
CAFX

UBS Group’s Congress Intermediate Bond ETF CAFX Stock Holding History

UBS Group’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 		$4.37K Sell
176
-51
-22% -$1.27K ﹤0.01% 8945
2025
Q4 		$5.68K Sell
227
-368
-62% -$9.23K ﹤0.01% 8644
2025
Q3 		$14.9K Buy
+595
New +$14.9K ﹤0.01% 8340
2025
Q1 		– Sell
-1,832
Closed -$44.8K – 10878
2024
Q4 		$44.8K Buy
+1,832
New +$45.2K ﹤0.01% 7369

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

UBS Group's CAFX Position: Q1 2026 in Review

UBS Group reduced its Congress Intermediate Bond ETF (CAFX) stake by 22% in Q1 2026, selling an estimated $1.27K and leaving 176 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #8945.

UBS Group first reported a position in CAFX in Q4 2024 and has held it in 4 quarters since. The position peaked at $44.8K in Q4 2024. 22 funds tracked by Wall St. Rank hold CAFX as of Q1 2026.

  • UBS Group held 176 shares of Congress Intermediate Bond ETF worth $4.37K as of Q1 2026.
  • UBS Group sold 51 Congress Intermediate Bond ETF shares in Q1 2026, an estimated $1.27K.
  • Congress Intermediate Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8945 holding.
  • UBS Group first reported a position in Congress Intermediate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • UBS Group's Congress Intermediate Bond ETF position peaked at $44.8K in Q4 2024.
  • 22 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.