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Mason & Associates (California)’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Mason & Associates (California)’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
Q2 		$985K Sell
19,445
-5,077
-21% -$257K 0.16% 71
2026
Q1 		$1.24M Sell
24,522
-202
-0.8% -$10.3K 0.24% 56
2025
Q4 		$1.25M Buy
+24,724
New +$1.26M 0.24% 53

Other funds holding CVSB

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
RSWA
Robinson Smith Wealth Advisors South Portland, Maine $167M AUM 21.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mason & Associates (California)'s CVSB Position: Q2 2026 in Review

Mason & Associates (California) reduced its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 21% in Q2 2026, selling an estimated $257K and leaving 19,445 shares worth $985K. The position accounts for 0.16% of the portfolio, ranked #71.

Mason & Associates (California) first reported a position in CVSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q4 2025. 18 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • Mason & Associates (California) held 19,445 shares of Calvert Ultra-Short Investment Grade ETF worth $985K as of Q2 2026.
  • Mason & Associates (California) sold 5,077 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $257K.
  • Calvert Ultra-Short Investment Grade ETF made up 0.16% of Mason & Associates (California)'s portfolio in Q2 2026, its #71 holding.
  • Mason & Associates (California) first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2025 and has held it in 3 quarters since.
  • Mason & Associates (California)'s Calvert Ultra-Short Investment Grade ETF position peaked at $1.25M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.