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 Q3	–	Sell	-25,370	Closed	-$1.28M	–	1050
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return

Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dynamic Advisor Solutions's CVSB Position: Q3 2026 in Review

Dynamic Advisor Solutions sold out of Calvert Ultra-Short Investment Grade ETF (CVSB) in Q3 2026, closing a stake of 25,370 shares — an estimated $1.28M sold.

Dynamic Advisor Solutions first reported a position in CVSB in Q4 2024 and held it in 7 quarters. The position peaked at $1.28M in Q2 2026. 44 funds tracked by Wall St. Rank hold CVSB as of Q3 2026.

Dynamic Advisor Solutions reported no remaining Calvert Ultra-Short Investment Grade ETF position as of Q3 2026 after selling out during the quarter.
Dynamic Advisor Solutions sold 25,370 Calvert Ultra-Short Investment Grade ETF shares in Q3 2026, an estimated $1.28M.
Dynamic Advisor Solutions first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2024 and held it in 7 quarters.
Dynamic Advisor Solutions's Calvert Ultra-Short Investment Grade ETF position peaked at $1.28M in Q2 2026.
44 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.