Gemmer Asset Management
CVSB icon

Gemmer Asset Management’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Gemmer Asset Management’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 		$358K Buy
7,093
+70
+1% +$3.55K 0.02% 135
2026
Q2 		$356K Buy
7,023
+72
+1% +$3.65K 0.02% 136
2026
Q1 		$352K Buy
6,951
+47
+0.7% +$2.39K 0.03% 134
2025
Q4 		$350K Buy
6,904
+1,779
+35% +$90.3K 0.03% 134
2025
Q3 		$260K Buy
5,125
+1,033
+25% +$52.4K 0.02% 144
2025
Q2 		$207K Buy
+4,092
New +$207K 0.02% 163

Other funds holding CVSB

Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Robinson Smith Wealth Advisors
Robinson Smith Wealth Advisors South Portland, Maine $164M AUM 14.41% 1-Year Est. Return
Sunrise Financial Services
Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
FIG Financial Advisory Services
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
DeDora Capital
DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return

Gemmer Asset Management's CVSB Position: Q3 2026 in Review

Gemmer Asset Management increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 1% in Q3 2026, buying an estimated $3.55K and bringing the position to 7,093 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #135.

Gemmer Asset Management first reported a position in CVSB in Q2 2025 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold CVSB as of Q3 2026.

  • Gemmer Asset Management held 7,093 shares of Calvert Ultra-Short Investment Grade ETF worth $358K as of Q3 2026.
  • Gemmer Asset Management bought 70 Calvert Ultra-Short Investment Grade ETF shares in Q3 2026, an estimated $3.55K.
  • Calvert Ultra-Short Investment Grade ETF made up 0.02% of Gemmer Asset Management's portfolio in Q3 2026, its #135 holding.
  • Gemmer Asset Management first reported a position in Calvert Ultra-Short Investment Grade ETF in Q2 2025 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q3 2026.

Based on Gemmer Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.