Raymond James Financial
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Raymond James Financial’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-466
Closed -$23.6K – 5375
2025
Q2 		$23.6K Buy
+466
New +$23.6K ﹤0.01% 5532

Other funds holding CVSB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial's CVSB Position: Q3 2025 in Review

Raymond James Financial sold out of Calvert Ultra-Short Investment Grade ETF (CVSB) in Q3 2025, closing a stake of 466 shares — an estimated $23.6K sold.

Raymond James Financial first reported a position in CVSB in Q2 2025 and held it in 1 quarter. The position peaked at $23.6K in Q2 2025. 37 funds tracked by Wall St. Rank hold CVSB as of Q3 2025.

  • Raymond James Financial reported no remaining Calvert Ultra-Short Investment Grade ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 466 Calvert Ultra-Short Investment Grade ETF shares in Q3 2025, an estimated $23.6K.
  • Raymond James Financial first reported a position in Calvert Ultra-Short Investment Grade ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Calvert Ultra-Short Investment Grade ETF position peaked at $23.6K in Q2 2025.
  • 37 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.