Ameritas Advisory Services’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Ameritas Advisory Services’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
2026 Q2	$14K	Buy	+276	New	+$14K	﹤0.01%	1424
2025 Q3	–	Sell	-219	Closed	-$11.1K	–	2283
2025 Q2	$11.1K	Buy	+219	New	+$11.1K	﹤0.01%	1967

Other funds holding CVSB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFG

Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Ameritas Advisory Services's CVSB Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Calvert Ultra-Short Investment Grade ETF (CVSB) in Q2 2026: 276 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1424 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in CVSB as recently as Q2 2025.

Ameritas Advisory Services first reported a position in CVSB in Q2 2025 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

Ameritas Advisory Services held 276 shares of Calvert Ultra-Short Investment Grade ETF worth $14K as of Q2 2026.
Calvert Ultra-Short Investment Grade ETF was a new Ameritas Advisory Services position in Q2 2026.
Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1424 holding.
Ameritas Advisory Services first reported a position in Calvert Ultra-Short Investment Grade ETF in Q2 2025 and has held it in 2 quarters since.
49 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.