Natural Investments’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Natural Investments’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	$569K	Buy	11,242 +1,165	+12%	+$59.1K	0.13%	144
2026 Q1	$509K	Sell	10,077 -89	-0.9%	-$4.52K	0.13%	157
2025 Q4	$515K	Buy	+10,166	New	+$516K	0.13%	154
2025 Q3	–	Sell	-9,177	Closed	-$464K	–	247
2025 Q2	$464K	Buy	9,177 +134	+1%	+$6.79K	0.12%	148
2025 Q1	$457K	Sell	9,043 -17	-0.2%	-$863	0.13%	141
2024 Q4	$459K	Buy	+9,060	New	+$460K	0.13%	146

Other funds holding CVSB

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

RSWA

Robinson Smith Wealth Advisors South Portland, Maine $167M AUM 21.12% 1-Year Est. Return

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

Natural Investments's CVSB Position: Q2 2026 in Review

Natural Investments increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 12% in Q2 2026, buying an estimated $59.1K and bringing the position to 11,242 shares worth $569K. The position accounts for 0.13% of the portfolio, ranked #144.

Natural Investments first reported a position in CVSB in Q4 2024 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

Natural Investments held 11,242 shares of Calvert Ultra-Short Investment Grade ETF worth $569K as of Q2 2026.
Natural Investments bought 1,165 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $59.1K.
Calvert Ultra-Short Investment Grade ETF made up 0.13% of Natural Investments's portfolio in Q2 2026, its #144 holding.
Natural Investments first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2024 and has held it in 6 quarters since.
18 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.