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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $71.6B AUM 21.08% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
Betterment LLC
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 $516M AUM 19.85% 1-Year Est. Return

Robinson Smith Wealth Advisors's CVSB Position: Q1 2026 in Review

Robinson Smith Wealth Advisors increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 21% in Q1 2026, buying an estimated $92.5K and bringing the position to 10,323 shares worth $522K. The position accounts for 0.35% of the portfolio, ranked #48.

Robinson Smith Wealth Advisors first reported a position in CVSB in Q3 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold CVSB as of Q1 2026.

  • Robinson Smith Wealth Advisors held 10,323 shares of Calvert Ultra-Short Investment Grade ETF worth $522K as of Q1 2026.
  • Robinson Smith Wealth Advisors bought 1,822 Calvert Ultra-Short Investment Grade ETF shares in Q1 2026, an estimated $92.5K.
  • Calvert Ultra-Short Investment Grade ETF made up 0.35% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #48 holding.
  • Robinson Smith Wealth Advisors first reported a position in Calvert Ultra-Short Investment Grade ETF in Q3 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.