Arkadios Wealth Advisors
CVSB icon

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

Arkadios 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
2026
Q2 		$424K Buy
8,374
+53
+0.6% +$2.69K 0.01% 1211
2026
Q1 		$421K Buy
8,321
+34
+0.4% +$1.73K 0.01% 1197
2025
Q4 		$421K Buy
8,287
+1,023
+14% +$51.9K 0.01% 1091
2025
Q3 		$368K Buy
+7,264
New +$369K 0.01% 1078

Other funds holding CVSB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Valley Financial Group
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Rossby Financial
Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

Arkadios Wealth Advisors's CVSB Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 0.64% in Q2 2026, buying an estimated $2.69K and bringing the position to 8,374 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #1211.

Arkadios Wealth Advisors first reported a position in CVSB in Q3 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • Arkadios Wealth Advisors held 8,374 shares of Calvert Ultra-Short Investment Grade ETF worth $424K as of Q2 2026.
  • Arkadios Wealth Advisors bought 53 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $2.69K.
  • Calvert Ultra-Short Investment Grade ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1211 holding.
  • Arkadios Wealth Advisors first reported a position in Calvert Ultra-Short Investment Grade ETF in Q3 2025 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.