Private Advisor Group’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Private Advisor Group’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	$3.81M	Sell	75,202 -85,498	-53%	-$4.33M	0.02%	737
2026 Q1	$8.13M	Buy	160,700 +87,706	+120%	+$4.45M	0.04%	463
2025 Q4	$3.7M	Buy	72,994 +37,423	+105%	+$1.9M	0.02%	757
2025 Q3	$1.8M	Buy	35,571 +6,318	+22%	+$321K	0.01%	1061
2025 Q2	$1.48M	Buy	29,253 +8,232	+39%	+$417K	0.01%	1098
2025 Q1	$1.06M	Buy	21,021 +13,196	+169%	+$670K	0.01%	1216
2024 Q4	$397K	Buy	+7,825	New	+$397K	﹤0.01%	1713

Other funds holding CVSB

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

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

Private Advisor Group's CVSB Position: Q2 2026 in Review

Private Advisor Group reduced its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 53% in Q2 2026, selling an estimated $4.33M and leaving 75,202 shares worth $3.81M. The position accounts for 0.02% of the portfolio, ranked #737.

Private Advisor Group first reported a position in CVSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.13M in Q1 2026. 18 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

Private Advisor Group held 75,202 shares of Calvert Ultra-Short Investment Grade ETF worth $3.81M as of Q2 2026.
Private Advisor Group sold 85,498 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $4.33M.
Calvert Ultra-Short Investment Grade ETF made up 0.02% of Private Advisor Group's portfolio in Q2 2026, its #737 holding.
Private Advisor Group first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
Private Advisor Group's Calvert Ultra-Short Investment Grade ETF position peaked at $8.13M in Q1 2026.
18 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.