Cetera Investment Advisers’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Cetera Investment Advisers’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	$621K	Buy	12,268 +1,758	+17%	+$89.1K	﹤0.01%	3496
2026 Q1	$532K	Buy	10,510 +1,500	+17%	+$76.2K	﹤0.01%	3450
2025 Q4	$457K	Buy	9,010 +2,650	+42%	+$135K	﹤0.01%	3513
2025 Q3	$323K	Buy	6,360 +760	+14%	+$38.6K	﹤0.01%	3768
2025 Q2	$284K	Hold	5,600	–	–	﹤0.01%	3442
2025 Q1	$283K	Sell	5,600 -6,900	-55%	-$350K	﹤0.01%	3310
2024 Q4	$634K	Buy	12,500 +3,700	+42%	+$188K	﹤0.01%	2500
2024 Q3	$446K	Hold	8,800	–	–	﹤0.01%	2738
2024 Q2	$443K	Buy	8,800 +4,700	+115%	+$237K	﹤0.01%	2685
2024 Q1	$206K	Buy	+4,100	New	+$207K	﹤0.01%	3332

Other funds holding CVSB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

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

VFG

Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Cetera Investment Advisers's CVSB Position: Q2 2026 in Review

Cetera Investment Advisers increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 17% in Q2 2026, buying an estimated $89.1K and bringing the position to 12,268 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #3496.

Cetera Investment Advisers first reported a position in CVSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $634K in Q4 2024. 49 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

Cetera Investment Advisers held 12,268 shares of Calvert Ultra-Short Investment Grade ETF worth $621K as of Q2 2026.
Cetera Investment Advisers bought 1,758 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $89.1K.
Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3496 holding.
Cetera Investment Advisers first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's Calvert Ultra-Short Investment Grade ETF position peaked at $634K in Q4 2024.
49 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.