Commonwealth Equity Services
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Commonwealth Equity Services’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Commonwealth Equity Services’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 		$3.32M Buy
65,514
+1,596
+2% +$80.9K ﹤0.01% 1702
2026
Q1 		$3.23M Buy
63,918
+1,731
+3% +$87.9K ﹤0.01% 1640
2025
Q4 		$3.16M Buy
62,187
+6,016
+11% +$305K ﹤0.01% 1646
2025
Q3 		$2.85M Sell
56,171
-10,228
-15% -$519K ﹤0.01% 1739
2025
Q2 		$3.36M Buy
66,399
+15,167
+30% +$769K ﹤0.01% 1608
2025
Q1 		$2.59M Buy
51,232
+12,622
+33% +$641K ﹤0.01% 1726
2024
Q4 		$1.96M Buy
38,610
+12,472
+48% +$633K ﹤0.01% 1885
2024
Q3 		$1.32M Buy
26,138
+3,677
+16% +$186K ﹤0.01% 2113
2024
Q2 		$1.13M Buy
22,461
+471
+2% +$23.8K ﹤0.01% 2190
2024
Q1 		$1.11M Buy
21,990
+2,494
+13% +$126K ﹤0.01% 2173
2023
Q4 		$980K Buy
19,496
+7,991
+69% +$401K ﹤0.01% 2192
2023
Q3 		$575K Buy
+11,505
New +$577K ﹤0.01% 2474

Other funds holding CVSB

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services's CVSB Position: Q2 2026 in Review

Commonwealth Equity Services increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 2.5% in Q2 2026, buying an estimated $80.9K and bringing the position to 65,514 shares worth $3.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Commonwealth Equity Services first reported a position in CVSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.36M in Q2 2025. 18 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • Commonwealth Equity Services held 65,514 shares of Calvert Ultra-Short Investment Grade ETF worth $3.32M as of Q2 2026.
  • Commonwealth Equity Services bought 1,596 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $80.9K.
  • Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1702 holding.
  • Commonwealth Equity Services first reported a position in Calvert Ultra-Short Investment Grade ETF in Q3 2023 and has held it in 12 quarters since.
  • Commonwealth Equity Services's Calvert Ultra-Short Investment Grade ETF position peaked at $3.36M in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.