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

Rossby 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
2026
Q2 		$1.58M Buy
31,179
+8,103
+35% +$411K 0.29% 66
2026
Q1 		$1.17M Buy
23,076
+10,020
+77% +$509K 0.24% 87
2025
Q4 		$663K Buy
13,056
+4,850
+59% +$246K 0.2% 87
2025
Q3 		$416K Buy
8,206
+2,342
+40% +$119K 0.14% 139
2025
Q2 		$297K Buy
5,864
+3,892
+197% +$197K 0.11% 187
2025
Q1 		$100K Buy
+1,972
New +$100K 0.04% 339

Other funds holding CVSB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Rossby Financial's CVSB Position: Q2 2026 in Review

Rossby Financial increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 35% in Q2 2026, buying an estimated $411K and bringing the position to 31,179 shares worth $1.58M. The position accounts for 0.29% of the portfolio, ranked #66.

Rossby Financial first reported a position in CVSB in Q1 2025 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • Rossby Financial held 31,179 shares of Calvert Ultra-Short Investment Grade ETF worth $1.58M as of Q2 2026.
  • Rossby Financial bought 8,103 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $411K.
  • Calvert Ultra-Short Investment Grade ETF made up 0.29% of Rossby Financial's portfolio in Q2 2026, its #66 holding.
  • Rossby Financial first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2025 and has held it in 6 quarters since.
  • 49 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.