Great Valley Advisor Group’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Great Valley Advisor Group’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	$679K	Buy	+13,450	New	+$682K	0.01%	674
2026 Q1	–	Sell	-4,858	Closed	-$246K	–	1009
2025 Q4	$246K	Sell	4,858 -375	-7%	-$19K	﹤0.01%	835
2025 Q3	$265K	Sell	5,233 -750	-13%	-$38.1K	0.01%	802
2025 Q2	$303K	Sell	5,983 -200	-3%	-$10.1K	0.01%	741
2025 Q1	$313K	Buy	6,183 +23	+0.4%	+$1.17K	0.01%	713
2024 Q4	$312K	Hold	6,160	–	–	0.01%	683
2024 Q3	$312K	Buy	6,160 +1,210	+24%	+$61.3K	0.01%	679
2024 Q2	$249K	Buy	+4,950	New	+$250K	0.01%	691

Other funds holding CVSB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.13B AUM

Great Valley Advisor Group's CVSB Position: Q3 2026 in Review

Great Valley Advisor Group opened a new position in Calvert Ultra-Short Investment Grade ETF (CVSB) in Q3 2026: 13,450 shares worth $679K. The stake represents 0.01% of the portfolio and ranks #674 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in CVSB as recently as Q4 2025.

Great Valley Advisor Group first reported a position in CVSB in Q2 2024 and has held it in 8 quarters since. 29 funds tracked by Wall St. Rank hold CVSB as of Q3 2026.

Great Valley Advisor Group held 13,450 shares of Calvert Ultra-Short Investment Grade ETF worth $679K as of Q3 2026.
Calvert Ultra-Short Investment Grade ETF was a new Great Valley Advisor Group position in Q3 2026.
Calvert Ultra-Short Investment Grade ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q3 2026, its #674 holding.
Great Valley Advisor Group first reported a position in Calvert Ultra-Short Investment Grade ETF in Q2 2024 and has held it in 8 quarters since.
29 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.