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Principal Securities’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-502
Closed -$25.5K – 1812
2025
Q3 		$25.5K Buy
+502
New +$25.5K ﹤0.01% 2295

Other funds holding CVSB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Principal Securities's CVSB Position: Q4 2025 in Review

Principal Securities sold out of Calvert Ultra-Short Investment Grade ETF (CVSB) in Q4 2025, closing a stake of 502 shares — an estimated $25.5K sold.

Principal Securities first reported a position in CVSB in Q3 2025 and held it in 1 quarter. The position peaked at $25.5K in Q3 2025. 38 funds tracked by Wall St. Rank hold CVSB as of Q4 2025.

  • Principal Securities reported no remaining Calvert Ultra-Short Investment Grade ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 502 Calvert Ultra-Short Investment Grade ETF shares in Q4 2025, an estimated $25.5K.
  • Principal Securities first reported a position in Calvert Ultra-Short Investment Grade ETF in Q3 2025 and held it in 1 quarter.
  • Principal Securities's Calvert Ultra-Short Investment Grade ETF position peaked at $25.5K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.