First Affirmative Financial Network’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

First Affirmative Financial Network’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	$491K	Buy	+9,744	New	+$494K	0.11%	183

Other funds holding CVSB

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

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Affirmative Financial Network's CVSB Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Calvert Ultra-Short Investment Grade ETF (CVSB) in Q3 2026: 9,744 shares worth $491K. The stake represents 0.11% of the portfolio and ranks #183 among its holdings.

8 funds tracked by Wall St. Rank hold CVSB as of Q3 2026.

First Affirmative Financial Network held 9,744 shares of Calvert Ultra-Short Investment Grade ETF worth $491K as of Q3 2026.
Calvert Ultra-Short Investment Grade ETF was a new First Affirmative Financial Network position in Q3 2026.
Calvert Ultra-Short Investment Grade ETF made up 0.11% of First Affirmative Financial Network's portfolio in Q3 2026, its #183 holding.
8 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.