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 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

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

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

Natural Investments Windsor, California $455M AUM 27.07% 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

Prism Advisors's CVSB Position: Q2 2026 in Review

Prism Advisors increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 1.9% in Q2 2026, buying an estimated $16.3K and bringing the position to 17,652 shares worth $894K. The position accounts for 0.22% of the portfolio, ranked #54.

Prism Advisors first reported a position in CVSB in Q3 2023 and has held it in 12 quarters since. 18 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

Prism Advisors held 17,652 shares of Calvert Ultra-Short Investment Grade ETF worth $894K as of Q2 2026.
Prism Advisors bought 322 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $16.3K.
Calvert Ultra-Short Investment Grade ETF made up 0.22% of Prism Advisors's portfolio in Q2 2026, its #54 holding.
Prism Advisors first reported a position in Calvert Ultra-Short Investment Grade ETF in Q3 2023 and has held it in 12 quarters since.
18 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Prism Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.