Dynamic Advisor Solutions’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Dynamic Advisor Solutions’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	$1.28M	Buy	25,370 +1,397	+6%	+$70.8K	0.04%	429
2026 Q1	$1.21M	Buy	23,973 +963	+4%	+$48.9K	0.04%	420
2025 Q4	$1.17M	Buy	23,010 +11,249	+96%	+$571K	0.04%	421
2025 Q3	$596K	Buy	11,761 +2,434	+26%	+$124K	0.02%	577
2025 Q2	$473K	Buy	9,327 +2,807	+43%	+$142K	0.01%	623
2025 Q1	$330K	Sell	6,520 -29	-0.4%	-$1.47K	0.01%	678
2024 Q4	$332K	Buy	+6,549	New	+$332K	0.01%	509

Other funds holding CVSB

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

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

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

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 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

Dynamic Advisor Solutions's CVSB Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 5.8% in Q2 2026, buying an estimated $70.8K and bringing the position to 25,370 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #429.

Dynamic Advisor Solutions first reported a position in CVSB in Q4 2024 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

Dynamic Advisor Solutions held 25,370 shares of Calvert Ultra-Short Investment Grade ETF worth $1.28M as of Q2 2026.
Dynamic Advisor Solutions bought 1,397 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $70.8K.
Calvert Ultra-Short Investment Grade ETF made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #429 holding.
Dynamic Advisor Solutions first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
18 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.