MWM
CVSB icon

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

Moran 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
Q2 		$5.41M Buy
+106,784
New +$5.41M 0.15% 204

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
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 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

Moran Wealth Management's CVSB Position: Q2 2026 in Review

Moran Wealth Management opened a new position in Calvert Ultra-Short Investment Grade ETF (CVSB) in Q2 2026: 106,784 shares worth $5.41M. The stake represents 0.15% of the portfolio and ranks #204 among its holdings.

23 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • Moran Wealth Management held 106,784 shares of Calvert Ultra-Short Investment Grade ETF worth $5.41M as of Q2 2026.
  • Calvert Ultra-Short Investment Grade ETF was a new Moran Wealth Management position in Q2 2026.
  • Calvert Ultra-Short Investment Grade ETF made up 0.15% of Moran Wealth Management's portfolio in Q2 2026, its #204 holding.
  • 23 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.