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Aaron Wealth Advisors’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Aaron Wealth Advisors’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
2024
Q2 		– Sell
-13,399
Closed -$675K – 329
2024
Q1 		$675K Hold
13,399
– – 0.1% 128
2023
Q4 		$673K Sell
13,399
-4,777
-26% -$240K 0.11% 111
2023
Q3 		$909K Buy
+18,176
New +$911K 0.12% 93

Other funds holding CVSB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWSG
GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Aaron Wealth Advisors's CVSB Position: Q2 2024 in Review

Aaron Wealth Advisors sold out of Calvert Ultra-Short Investment Grade ETF (CVSB) in Q2 2024, closing a stake of 13,399 shares — an estimated $675K sold.

Aaron Wealth Advisors first reported a position in CVSB in Q3 2023 and held it in 3 quarters. The position peaked at $909K in Q3 2023. 14 funds tracked by Wall St. Rank hold CVSB as of Q2 2024.

  • Aaron Wealth Advisors reported no remaining Calvert Ultra-Short Investment Grade ETF position as of Q2 2024 after selling out during the quarter.
  • Aaron Wealth Advisors sold 13,399 Calvert Ultra-Short Investment Grade ETF shares in Q2 2024, an estimated $675K.
  • Aaron Wealth Advisors first reported a position in Calvert Ultra-Short Investment Grade ETF in Q3 2023 and held it in 3 quarters.
  • Aaron Wealth Advisors's Calvert Ultra-Short Investment Grade ETF position peaked at $909K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2024.

Based on Aaron Wealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.