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 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

RSWA

Robinson Smith Wealth Advisors South Portland, Maine $167M AUM 21.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Gemmer Asset Management's CVSB Position: Q2 2026 in Review

Gemmer Asset Management increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 1% in Q2 2026, buying an estimated $3.65K and bringing the position to 7,023 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #136.

Gemmer Asset Management first reported a position in CVSB in Q2 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

Gemmer Asset Management held 7,023 shares of Calvert Ultra-Short Investment Grade ETF worth $356K as of Q2 2026.
Gemmer Asset Management bought 72 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $3.65K.
Calvert Ultra-Short Investment Grade ETF made up 0.02% of Gemmer Asset Management's portfolio in Q2 2026, its #136 holding.
Gemmer Asset Management first reported a position in Calvert Ultra-Short Investment Grade ETF in Q2 2025 and has held it in 5 quarters since.
18 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.