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HM Payson & Co’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

HM Payson & Co’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
2025
Q4 		– Sell
-33
Closed -$1.67K – 1153
2025
Q3 		$1.67K Buy
+33
New +$1.68K ﹤0.01% 1019

Other funds holding CVSB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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 $185M AUM 14.05% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

HM Payson & Co's CVSB Position: Q4 2025 in Review

HM Payson & Co sold out of Calvert Ultra-Short Investment Grade ETF (CVSB) in Q4 2025, closing a stake of 33 shares — an estimated $1.67K sold.

HM Payson & Co first reported a position in CVSB in Q3 2025 and held it in 1 quarter. The position peaked at $1.67K in Q3 2025. 38 funds tracked by Wall St. Rank hold CVSB as of Q4 2025.

  • HM Payson & Co reported no remaining Calvert Ultra-Short Investment Grade ETF position as of Q4 2025 after selling out during the quarter.
  • HM Payson & Co sold 33 Calvert Ultra-Short Investment Grade ETF shares in Q4 2025, an estimated $1.67K.
  • HM Payson & Co first reported a position in Calvert Ultra-Short Investment Grade ETF in Q3 2025 and held it in 1 quarter.
  • HM Payson & Co's Calvert Ultra-Short Investment Grade ETF position peaked at $1.67K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.