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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

VFG

Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFP

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

MAC

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

Great Valley Advisor Group's CVSB Position: Q1 2026 in Review

Great Valley Advisor Group sold out of Calvert Ultra-Short Investment Grade ETF (CVSB) in Q1 2026, closing a stake of 4,858 shares — an estimated $246K sold.

Great Valley Advisor Group first reported a position in CVSB in Q2 2024 and held it in 7 quarters. The position peaked at $313K in Q1 2025. 41 funds tracked by Wall St. Rank hold CVSB as of Q1 2026.

Great Valley Advisor Group reported no remaining Calvert Ultra-Short Investment Grade ETF position as of Q1 2026 after selling out during the quarter.
Great Valley Advisor Group sold 4,858 Calvert Ultra-Short Investment Grade ETF shares in Q1 2026, an estimated $246K.
Great Valley Advisor Group first reported a position in Calvert Ultra-Short Investment Grade ETF in Q2 2024 and held it in 7 quarters.
Great Valley Advisor Group's Calvert Ultra-Short Investment Grade ETF position peaked at $313K in Q1 2025.
41 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.