DeDora Capital
CVSB icon

DeDora Capital’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

DeDora Capital’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
Q3 		$79.3K Sell
1,572
-11,340
-88% -$575K 0.02% 157
2026
Q2 		$654K Buy
12,912
+390
+3% +$19.8K 0.14% 79
2026
Q1 		$634K Buy
+12,522
New +$636K 0.16% 75

Other funds holding CVSB

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
PFG Investments
PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return
Rossby Financial
Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

DeDora Capital's CVSB Position: Q3 2026 in Review

DeDora Capital reduced its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 88% in Q3 2026, selling an estimated $575K and leaving 1,572 shares worth $79.3K. The position accounts for 0.02% of the portfolio, ranked #157.

DeDora Capital first reported a position in CVSB in Q1 2026 and has held it in 3 quarters since. The position peaked at $654K in Q2 2026. 44 funds tracked by Wall St. Rank hold CVSB as of Q3 2026.

  • DeDora Capital held 1,572 shares of Calvert Ultra-Short Investment Grade ETF worth $79.3K as of Q3 2026.
  • DeDora Capital sold 11,340 Calvert Ultra-Short Investment Grade ETF shares in Q3 2026, an estimated $575K.
  • Calvert Ultra-Short Investment Grade ETF made up 0.02% of DeDora Capital's portfolio in Q3 2026, its #157 holding.
  • DeDora Capital first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2026 and has held it in 3 quarters since.
  • DeDora Capital's Calvert Ultra-Short Investment Grade ETF position peaked at $654K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.