Riverwater Partners’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Riverwater Partners’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	$233K	Sell	4,602 -255	-5%	-$12.9K	0.07%	200
2026 Q1	$246K	Buy	4,857 +2	+0%	+$102	0.08%	196
2025 Q4	$246K	Sell	4,855 -80	-2%	-$4.06K	0.1%	189
2025 Q3	$250K	Buy	+4,935	New	+$251K	0.1%	197
2025 Q2	–	Sell	-4,192	Closed	-$212K	–	208
2025 Q1	$212K	Buy	+4,192	New	+$213K	0.11%	192

Other funds holding CVSB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

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

Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Riverwater Partners's CVSB Position: Q2 2026 in Review

Riverwater Partners reduced its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 5.3% in Q2 2026, selling an estimated $12.9K and leaving 4,602 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #200.

Riverwater Partners first reported a position in CVSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $250K in Q3 2025. 49 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

Riverwater Partners held 4,602 shares of Calvert Ultra-Short Investment Grade ETF worth $233K as of Q2 2026.
Riverwater Partners sold 255 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $12.9K.
Calvert Ultra-Short Investment Grade ETF made up 0.07% of Riverwater Partners's portfolio in Q2 2026, its #200 holding.
Riverwater Partners first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2025 and has held it in 5 quarters since.
Riverwater Partners's Calvert Ultra-Short Investment Grade ETF position peaked at $250K in Q3 2025.
49 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.