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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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Arkadios Wealth Advisors's CVSB Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 0.41% in Q1 2026, buying an estimated $1.73K and bringing the position to 8,321 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #1197.

Arkadios Wealth Advisors first reported a position in CVSB in Q3 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold CVSB as of Q1 2026.

  • Arkadios Wealth Advisors held 8,321 shares of Calvert Ultra-Short Investment Grade ETF worth $421K as of Q1 2026.
  • Arkadios Wealth Advisors bought 34 Calvert Ultra-Short Investment Grade ETF shares in Q1 2026, an estimated $1.73K.
  • Calvert Ultra-Short Investment Grade ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1197 holding.
  • Arkadios Wealth Advisors first reported a position in Calvert Ultra-Short Investment Grade ETF in Q3 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.