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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
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

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 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
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

DeDora Capital's CVSB Position: Q2 2026 in Review

DeDora Capital increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 3.1% in Q2 2026, buying an estimated $19.8K and bringing the position to 12,912 shares worth $654K. The position accounts for 0.14% of the portfolio, ranked #79.

DeDora Capital first reported a position in CVSB in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • DeDora Capital held 12,912 shares of Calvert Ultra-Short Investment Grade ETF worth $654K as of Q2 2026.
  • DeDora Capital bought 390 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $19.8K.
  • Calvert Ultra-Short Investment Grade ETF made up 0.14% of DeDora Capital's portfolio in Q2 2026, its #79 holding.
  • DeDora Capital first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.