Robinson Smith Wealth Advisors
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Robinson Smith Wealth Advisors’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Robinson Smith Wealth 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
Q3 		$551K Buy
10,914
+798
+8% +$40.4K 0.34% 50
2026
Q2 		$512K Sell
10,116
-207
-2% -$10.5K 0.31% 52
2026
Q1 		$522K Buy
10,323
+1,822
+21% +$92.5K 0.35% 48
2025
Q4 		$431K Buy
8,501
+3,580
+73% +$182K 0.29% 51
2025
Q3 		$250K Buy
+4,921
New +$250K 0.18% 73

Other funds holding CVSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Rossby Financial
Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Natural Investments
Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Robinson Smith Wealth Advisors's CVSB Position: Q3 2026 in Review

Robinson Smith Wealth Advisors increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 7.9% in Q3 2026, buying an estimated $40.4K and bringing the position to 10,914 shares worth $551K. The position accounts for 0.34% of the portfolio, ranked #50.

Robinson Smith Wealth Advisors first reported a position in CVSB in Q3 2025 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold CVSB as of Q3 2026.

  • Robinson Smith Wealth Advisors held 10,914 shares of Calvert Ultra-Short Investment Grade ETF worth $551K as of Q3 2026.
  • Robinson Smith Wealth Advisors bought 798 Calvert Ultra-Short Investment Grade ETF shares in Q3 2026, an estimated $40.4K.
  • Calvert Ultra-Short Investment Grade ETF made up 0.34% of Robinson Smith Wealth Advisors's portfolio in Q3 2026, its #50 holding.
  • Robinson Smith Wealth Advisors first reported a position in Calvert Ultra-Short Investment Grade ETF in Q3 2025 and has held it in 5 quarters since.
  • 30 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q3 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.