Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Cambridge Investment Research 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 		$455K Sell
8,987
-8,499
-49% -$431K ﹤0.01% 3054
2026
Q1 		$885K Buy
17,486
+316
+2% +$16K ﹤0.01% 2281
2025
Q4 		$871K Buy
17,170
+1,030
+6% +$52.3K ﹤0.01% 2208
2025
Q3 		$819K Buy
16,140
+244
+2% +$12.4K ﹤0.01% 2209
2025
Q2 		$805K Buy
15,896
+8,326
+110% +$422K ﹤0.01% 2130
2025
Q1 		$383K Buy
7,570
+307
+4% +$15.6K ﹤0.01% 2669
2024
Q4 		$368K Buy
7,263
+2,040
+39% +$104K ﹤0.01% 2669
2024
Q3 		$265K Buy
+5,223
New +$265K ﹤0.01% 2918

Other funds holding CVSB

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PI
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
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
NI
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors's CVSB Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 49% in Q2 2026, selling an estimated $431K and leaving 8,987 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #3054.

Cambridge Investment Research Advisors first reported a position in CVSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $885K in Q1 2026. 18 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • Cambridge Investment Research Advisors held 8,987 shares of Calvert Ultra-Short Investment Grade ETF worth $455K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 8,499 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $431K.
  • Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3054 holding.
  • Cambridge Investment Research Advisors first reported a position in Calvert Ultra-Short Investment Grade ETF in Q3 2024 and has held it in 8 quarters since.
  • Cambridge Investment Research Advisors's Calvert Ultra-Short Investment Grade ETF position peaked at $885K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.