IFP Advisors’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

IFP Advisors’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	-592	Closed	-$30K	–	4917
2025 Q3	$30K	Hold	592	–	–	﹤0.01%	2355
2025 Q2	$30K	Hold	592	–	–	﹤0.01%	2321
2025 Q1	$30K	Buy	+592	New	+$30K	﹤0.01%	2115

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

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

MAC

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

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

IFP Advisors's CVSB Position: Q4 2025 in Review

IFP Advisors sold out of Calvert Ultra-Short Investment Grade ETF (CVSB) in Q4 2025, closing a stake of 592 shares — an estimated $30K sold.

IFP Advisors first reported a position in CVSB in Q1 2025 and held it in 3 quarters. The position peaked at $30K in Q3 2025. 38 funds tracked by Wall St. Rank hold CVSB as of Q4 2025.

IFP Advisors reported no remaining Calvert Ultra-Short Investment Grade ETF position as of Q4 2025 after selling out during the quarter.
IFP Advisors sold 592 Calvert Ultra-Short Investment Grade ETF shares in Q4 2025, an estimated $30K.
IFP Advisors first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2025 and held it in 3 quarters.
IFP Advisors's Calvert Ultra-Short Investment Grade ETF position peaked at $30K in Q3 2025.
38 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q4 2025.

Based on IFP Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.