Kestra Advisory Services’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Kestra Advisory Services’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	$541K	Buy	10,727 +2,759	+35%	+$140K	﹤0.01%	2421
2026 Q2	$403K	Buy	+7,968	New	+$404K	﹤0.01%	2507
2026 Q1	–	Sell	-5,085	Closed	-$258K	–	3391
2025 Q4	$258K	Buy	5,085 +793	+18%	+$40.3K	﹤0.01%	2663
2025 Q3	$218K	Buy	+4,292	New	+$218K	﹤0.01%	2684

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

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

Robinson Smith Wealth Advisors South Portland, Maine $164M AUM 14.41% 1-Year Est. Return

Kestra Advisory Services's CVSB Position: Q3 2026 in Review

Kestra Advisory Services increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 35% in Q3 2026, buying an estimated $140K and bringing the position to 10,727 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

Kestra Advisory Services first reported a position in CVSB in Q3 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold CVSB as of Q3 2026.

Kestra Advisory Services held 10,727 shares of Calvert Ultra-Short Investment Grade ETF worth $541K as of Q3 2026.
Kestra Advisory Services bought 2,759 Calvert Ultra-Short Investment Grade ETF shares in Q3 2026, an estimated $140K.
Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2421 holding.
Kestra Advisory Services first reported a position in Calvert Ultra-Short Investment Grade ETF in Q3 2025 and has held it in 4 quarters since.
23 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.