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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio CVSB Stock Details CVSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-60,726
Closed -$3.08M – 64
2025
Q3 		$3.08M Buy
60,726
+25,908
+74% +$1.32M 1.93% 9
2025
Q2 		$1.76M Buy
+34,818
New +$1.76M 1.18% 16

Other funds holding CVSB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's CVSB Position: Q4 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Calvert Ultra-Short Investment Grade ETF (CVSB) in Q4 2025, closing a stake of 60,726 shares — an estimated $3.08M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in CVSB in Q2 2025 and held it in 2 quarters. The position peaked at $3.08M in Q3 2025. 38 funds tracked by Wall St. Rank hold CVSB as of Q4 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Calvert Ultra-Short Investment Grade ETF position as of Q4 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 60,726 Calvert Ultra-Short Investment Grade ETF shares in Q4 2025, an estimated $3.08M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Calvert Ultra-Short Investment Grade ETF in Q2 2025 and held it in 2 quarters.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Calvert Ultra-Short Investment Grade ETF position peaked at $3.08M in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q4 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q4 2025, filed 10 Aug 2026.