FIG Financial Advisory Services’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

FIG Financial Advisory Services’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	$205K	Buy	+4,064	New	+$206K	0.12%	58
2025 Q4	–	Sell	-60,726	Closed	-$3.08M	–	64
2025 Q3	$3.08M	Buy	60,726 +25,908	+74%	+$1.32M	1.93%	9
2025 Q2	$1.76M	Buy	+34,818	New	+$1.76M	1.18%	16

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

FIG Financial Advisory Services's CVSB Position: Q3 2026 in Review

FIG Financial Advisory Services opened a new position in Calvert Ultra-Short Investment Grade ETF (CVSB) in Q3 2026: 4,064 shares worth $205K. The stake represents 0.12% of the portfolio and ranks #58 among its holdings. This is a return to the name: FIG Financial Advisory Services previously reported a position in CVSB as recently as Q3 2025.

FIG Financial Advisory Services first reported a position in CVSB in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.08M in Q3 2025. 44 funds tracked by Wall St. Rank hold CVSB as of Q3 2026.

FIG Financial Advisory Services held 4,064 shares of Calvert Ultra-Short Investment Grade ETF worth $205K as of Q3 2026.
Calvert Ultra-Short Investment Grade ETF was a new FIG Financial Advisory Services position in Q3 2026.
Calvert Ultra-Short Investment Grade ETF made up 0.12% of FIG Financial Advisory Services's portfolio in Q3 2026, its #58 holding.
FIG Financial Advisory Services first reported a position in Calvert Ultra-Short Investment Grade ETF in Q2 2025 and has held it in 3 quarters since.
FIG Financial Advisory Services's Calvert Ultra-Short Investment Grade ETF position peaked at $3.08M in Q3 2025.
44 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q3 2026.

Based on FIG Financial Advisory Services's 13F filing for Q3 2026, filed 7 Oct 2026.