Prism Advisors
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Prism Advisors’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Prism Advisors’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 		$1.01M Buy
19,972
+2,320
+13% +$118K 0.25% 51
2026
Q2 		$894K Buy
17,652
+322
+2% +$16.3K 0.22% 54
2026
Q1 		$877K Buy
17,330
+673
+4% +$34.2K 0.23% 50
2025
Q4 		$845K Buy
16,657
+1,159
+7% +$58.9K 0.23% 50
2025
Q3 		$786K Buy
15,498
+3,910
+34% +$198K 0.21% 50
2025
Q2 		$587K Sell
11,588
-500
-4% -$25.3K 0.17% 54
2025
Q1 		$612K Sell
12,088
-435
-3% -$22.1K 0.19% 41
2024
Q4 		$635K Buy
12,523
+1,429
+13% +$72.5K 0.19% 43
2024
Q3 		$562K Buy
11,094
+505
+5% +$25.6K 0.16% 44
2024
Q2 		$533K Buy
10,589
+2,133
+25% +$108K 0.16% 45
2024
Q1 		$426K Buy
8,456
+853
+11% +$43K 0.13% 45
2023
Q4 		$382K Buy
7,603
+2,358
+45% +$118K 0.12% 53
2023
Q3 		$262K Buy
+5,245
New +$263K 0.09% 53

Other funds holding CVSB

Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Robinson Smith Wealth Advisors
Robinson Smith Wealth Advisors South Portland, Maine $164M AUM 14.41% 1-Year Est. Return
Sunrise Financial Services
Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
FIG Financial Advisory Services
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
DeDora Capital
DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return

Prism Advisors's CVSB Position: Q3 2026 in Review

Prism Advisors increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 13% in Q3 2026, buying an estimated $118K and bringing the position to 19,972 shares worth $1.01M. The position accounts for 0.25% of the portfolio, ranked #51.

Prism Advisors first reported a position in CVSB in Q3 2023 and has held it in 13 quarters since. 13 funds tracked by Wall St. Rank hold CVSB as of Q3 2026.

  • Prism Advisors held 19,972 shares of Calvert Ultra-Short Investment Grade ETF worth $1.01M as of Q3 2026.
  • Prism Advisors bought 2,320 Calvert Ultra-Short Investment Grade ETF shares in Q3 2026, an estimated $118K.
  • Calvert Ultra-Short Investment Grade ETF made up 0.25% of Prism Advisors's portfolio in Q3 2026, its #51 holding.
  • Prism Advisors first reported a position in Calvert Ultra-Short Investment Grade ETF in Q3 2023 and has held it in 13 quarters since.
  • 13 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.