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Gladstone Institutional Advisory’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Gladstone Institutional Advisory’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 		$219K Hold
4,332
– – 0.01% 839
2026
Q1 		$219K Hold
4,332
– – 0.01% 776
2025
Q4 		$220K Hold
4,332
– – 0.01% 729
2025
Q3 		$220K Hold
4,332
– – 0.01% 737
2025
Q2 		$219K Hold
4,332
– – 0.01% 689
2025
Q1 		$219K Sell
4,332
-130
-3% -$6.6K 0.01% 670
2024
Q4 		$226K Buy
+4,462
New +$226K 0.01% 647

Other funds holding CVSB

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PI
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
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Gladstone Institutional Advisory's CVSB Position: Q2 2026 in Review

Gladstone Institutional Advisory held its Calvert Ultra-Short Investment Grade ETF (CVSB) position steady in Q2 2026 at 4,332 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #839.

Gladstone Institutional Advisory first reported a position in CVSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $226K in Q4 2024. 14 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • Gladstone Institutional Advisory held 4,332 shares of Calvert Ultra-Short Investment Grade ETF worth $219K as of Q2 2026.
  • Gladstone Institutional Advisory left its Calvert Ultra-Short Investment Grade ETF share count unchanged in Q2 2026.
  • Calvert Ultra-Short Investment Grade ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #839 holding.
  • Gladstone Institutional Advisory first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
  • Gladstone Institutional Advisory's Calvert Ultra-Short Investment Grade ETF position peaked at $226K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.