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

First Pacific Financial’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
2025 Q2	–	Sell	-191,034	Closed	-$9.67M	–	508
2025 Q1	$9.67M	Buy	191,034 +167,819	+723%	+$8.52M	1.96%	14
2024 Q4	$1.18M	Buy	23,215 +1,680	+8%	+$85.3K	0.27%	55
2024 Q3	$1.09M	Buy	+21,535	New	+$1.09M	0.26%	61

Other funds holding CVSB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VFG

Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

First Pacific Financial's CVSB Position: Q2 2025 in Review

First Pacific Financial sold out of Calvert Ultra-Short Investment Grade ETF (CVSB) in Q2 2025, closing a stake of 191,034 shares — an estimated $9.67M sold.

First Pacific Financial first reported a position in CVSB in Q3 2024 and held it in 3 quarters. The position peaked at $9.67M in Q1 2025. 35 funds tracked by Wall St. Rank hold CVSB as of Q2 2025.

First Pacific Financial reported no remaining Calvert Ultra-Short Investment Grade ETF position as of Q2 2025 after selling out during the quarter.
First Pacific Financial sold 191,034 Calvert Ultra-Short Investment Grade ETF shares in Q2 2025, an estimated $9.67M.
First Pacific Financial first reported a position in Calvert Ultra-Short Investment Grade ETF in Q3 2024 and held it in 3 quarters.
First Pacific Financial's Calvert Ultra-Short Investment Grade ETF position peaked at $9.67M in Q1 2025.
35 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2025.

Based on First Pacific Financial's 13F filing for Q2 2025, filed 18 Jul 2025.