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

Perigon 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	$1.78M	Buy	+35,131	New	+$1.78M	0.03%	438

Other funds holding CVSB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

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

VFG

Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

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

Perigon Wealth Management opened a new position in Calvert Ultra-Short Investment Grade ETF (CVSB) in Q2 2026: 35,131 shares worth $1.78M. The stake represents 0.03% of the portfolio and ranks #438 among its holdings.

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

Perigon Wealth Management held 35,131 shares of Calvert Ultra-Short Investment Grade ETF worth $1.78M as of Q2 2026.
Calvert Ultra-Short Investment Grade ETF was a new Perigon Wealth Management position in Q2 2026.
Calvert Ultra-Short Investment Grade ETF made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #438 holding.
49 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.