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Belpointe Asset Management’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Belpointe Asset Management’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
Q4 		– Sell
-32
Closed -$1.6K – 876
2024
Q3 		$1.6K Buy
+32
New +$1.62K ﹤0.01% 888

Other funds holding CVSB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Belpointe Asset Management's CVSB Position: Q4 2024 in Review

Belpointe Asset Management sold out of Calvert Ultra-Short Investment Grade ETF (CVSB) in Q4 2024, closing a stake of 32 shares — an estimated $1.6K sold.

Belpointe Asset Management first reported a position in CVSB in Q3 2024 and held it in 1 quarter. The position peaked at $1.6K in Q3 2024. 26 funds tracked by Wall St. Rank hold CVSB as of Q4 2024.

  • Belpointe Asset Management reported no remaining Calvert Ultra-Short Investment Grade ETF position as of Q4 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 32 Calvert Ultra-Short Investment Grade ETF shares in Q4 2024, an estimated $1.6K.
  • Belpointe Asset Management first reported a position in Calvert Ultra-Short Investment Grade ETF in Q3 2024 and held it in 1 quarter.
  • Belpointe Asset Management's Calvert Ultra-Short Investment Grade ETF position peaked at $1.6K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q4 2024.

Based on Belpointe Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.