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Godfrey Financial Associates’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Godfrey Financial Associates’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 		$7.65K Hold
151
– – 0.01% 481
2026
Q1 		$7.64K Hold
151
– – 0.01% 462
2025
Q4 		$7.66K Buy
+151
New +$7.67K 0.01% 446

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
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
PAG
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
PWM
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

Godfrey Financial Associates's CVSB Position: Q2 2026 in Review

Godfrey Financial Associates held its Calvert Ultra-Short Investment Grade ETF (CVSB) position steady in Q2 2026 at 151 shares worth $7.65K. The position accounts for 0.01% of the portfolio, ranked #481.

Godfrey Financial Associates first reported a position in CVSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.66K in Q4 2025. 49 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • Godfrey Financial Associates held 151 shares of Calvert Ultra-Short Investment Grade ETF worth $7.65K as of Q2 2026.
  • Godfrey Financial Associates 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 Godfrey Financial Associates's portfolio in Q2 2026, its #481 holding.
  • Godfrey Financial Associates first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Calvert Ultra-Short Investment Grade ETF position peaked at $7.66K in Q4 2025.
  • 49 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.