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Kingsview Wealth Management’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Kingsview Wealth Management’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 		$571K Buy
+11,290
New +$573K 0.01% 858
2025
Q1 		– Sell
-5,694
Closed -$289K – 1105
2024
Q4 		$289K Buy
+5,694
New +$289K 0.01% 916

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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

Kingsview Wealth Management's CVSB Position: Q1 2026 in Review

Kingsview Wealth Management opened a new position in Calvert Ultra-Short Investment Grade ETF (CVSB) in Q1 2026: 11,290 shares worth $571K. The stake represents 0.01% of the portfolio and ranks #858 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in CVSB as recently as Q4 2024.

Kingsview Wealth Management first reported a position in CVSB in Q4 2024 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold CVSB as of Q1 2026.

  • Kingsview Wealth Management held 11,290 shares of Calvert Ultra-Short Investment Grade ETF worth $571K as of Q1 2026.
  • Calvert Ultra-Short Investment Grade ETF was a new Kingsview Wealth Management position in Q1 2026.
  • Calvert Ultra-Short Investment Grade ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #858 holding.
  • Kingsview Wealth Management first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2024 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.