Brookwood Investment Group’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Brookwood Investment Group’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	$235K	Hold	4,644	–	–	0.03%	461
2026 Q1	$235K	Buy	4,644 +79	+2%	+$4.01K	0.03%	448
2025 Q4	$232K	Buy	4,565 +97	+2%	+$4.93K	0.03%	447
2025 Q3	$227K	Buy	4,468 +28	+0.6%	+$1.42K	0.03%	428
2025 Q2	$225K	Buy	4,440 +187	+4%	+$9.48K	0.04%	385
2025 Q1	$215K	Buy	+4,253	New	+$216K	0.04%	382

Other funds holding CVSB

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

RSWA

Robinson Smith Wealth Advisors South Portland, Maine $167M AUM 21.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Brookwood Investment Group's CVSB Position: Q2 2026 in Review

Brookwood Investment Group held its Calvert Ultra-Short Investment Grade ETF (CVSB) position steady in Q2 2026 at 4,644 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #461.

Brookwood Investment Group first reported a position in CVSB in Q1 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

Brookwood Investment Group held 4,644 shares of Calvert Ultra-Short Investment Grade ETF worth $235K as of Q2 2026.
Brookwood Investment Group left its Calvert Ultra-Short Investment Grade ETF share count unchanged in Q2 2026.
Calvert Ultra-Short Investment Grade ETF made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #461 holding.
Brookwood Investment Group first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2025 and has held it in 6 quarters since.
18 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.