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 Q3	$3.4M	Sell	67,409 -39,375	-37%	-$2M	0.09%	254
2026 Q2	$5.41M	Buy	+106,784	New	+$5.41M	0.15%	204

Other funds holding CVSB

LPL Financial San Diego, California $468B AUM 17.69% 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 Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Moran Wealth Management's CVSB Position: Q3 2026 in Review

Moran Wealth Management reduced its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 37% in Q3 2026, selling an estimated $2M and leaving 67,409 shares worth $3.4M. The position accounts for 0.09% of the portfolio, ranked #254.

Moran Wealth Management first reported a position in CVSB in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.41M in Q2 2026. 23 funds tracked by Wall St. Rank hold CVSB as of Q3 2026.

Moran Wealth Management held 67,409 shares of Calvert Ultra-Short Investment Grade ETF worth $3.4M as of Q3 2026.
Moran Wealth Management sold 39,375 Calvert Ultra-Short Investment Grade ETF shares in Q3 2026, an estimated $2M.
Calvert Ultra-Short Investment Grade ETF made up 0.09% of Moran Wealth Management's portfolio in Q3 2026, its #254 holding.
Moran Wealth Management first reported a position in Calvert Ultra-Short Investment Grade ETF in Q2 2026 and has held it in 2 quarters since.
Moran Wealth Management's Calvert Ultra-Short Investment Grade ETF position peaked at $5.41M in Q2 2026.
23 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.