Focus Partners Wealth
CVSB icon

Focus Partners Wealth’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Focus Partners Wealth’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 		$285K Sell
5,633
-198
-3% -$10K ﹤0.01% 2293
2026
Q1 		$295K Buy
+5,831
New +$296K ﹤0.01% 2205

Other funds holding CVSB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Focus Partners Wealth's CVSB Position: Q2 2026 in Review

Focus Partners Wealth reduced its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 3.4% in Q2 2026, selling an estimated $10K and leaving 5,633 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

Focus Partners Wealth first reported a position in CVSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $295K in Q1 2026. 49 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • Focus Partners Wealth held 5,633 shares of Calvert Ultra-Short Investment Grade ETF worth $285K as of Q2 2026.
  • Focus Partners Wealth sold 198 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $10K.
  • Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2293 holding.
  • Focus Partners Wealth first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2026 and has held it in 2 quarters since.
  • Focus Partners Wealth's Calvert Ultra-Short Investment Grade ETF position peaked at $295K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.