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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFG

Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFP

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Riverwater Partners's CVSB Position: Q1 2026 in Review

Riverwater Partners increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 0.04% in Q1 2026, buying an estimated $102 and bringing the position to 4,857 shares worth $246K. The position accounts for 0.08% of the portfolio, ranked #196.

Riverwater Partners first reported a position in CVSB in Q1 2025 and has held it in 4 quarters since. The position peaked at $250K in Q3 2025. 41 funds tracked by Wall St. Rank hold CVSB as of Q1 2026.

Riverwater Partners held 4,857 shares of Calvert Ultra-Short Investment Grade ETF worth $246K as of Q1 2026.
Riverwater Partners bought 2 Calvert Ultra-Short Investment Grade ETF shares in Q1 2026, an estimated $102.
Calvert Ultra-Short Investment Grade ETF made up 0.08% of Riverwater Partners's portfolio in Q1 2026, its #196 holding.
Riverwater Partners first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2025 and has held it in 4 quarters since.
Riverwater Partners's Calvert Ultra-Short Investment Grade ETF position peaked at $250K in Q3 2025.
41 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.