D.J. St. Germain’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

D.J. St. Germain’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
2025 Q3	–	Sell	-5,332	Closed	-$270K	–	912
2025 Q2	$270K	Sell	5,332 -2,767	-34%	-$140K	0.01%	268
2025 Q1	$410K	Hold	8,099	–	–	0.02%	206
2024 Q4	$411K	Buy	+8,099	New	+$411K	0.02%	229

Other funds holding CVSB

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

D.J. St. Germain's CVSB Position: Q3 2025 in Review

D.J. St. Germain sold out of Calvert Ultra-Short Investment Grade ETF (CVSB) in Q3 2025, closing a stake of 5,332 shares — an estimated $270K sold.

D.J. St. Germain first reported a position in CVSB in Q4 2024 and held it in 3 quarters. The position peaked at $411K in Q4 2024. 37 funds tracked by Wall St. Rank hold CVSB as of Q3 2025.

D.J. St. Germain reported no remaining Calvert Ultra-Short Investment Grade ETF position as of Q3 2025 after selling out during the quarter.
D.J. St. Germain sold 5,332 Calvert Ultra-Short Investment Grade ETF shares in Q3 2025, an estimated $270K.
D.J. St. Germain first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2024 and held it in 3 quarters.
D.J. St. Germain's Calvert Ultra-Short Investment Grade ETF position peaked at $411K in Q4 2024.
37 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q3 2025.

Based on D.J. St. Germain's 13F filing for Q3 2025, filed 7 Oct 2025.