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RW Investment Management’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

RW Investment Management’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 		$412K Sell
8,131
-5,348
-40% -$271K 0.04% 78
2026
Q1 		$682K Buy
+13,479
New +$685K 0.07% 58

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

RW Investment Management's CVSB Position: Q2 2026 in Review

RW Investment Management reduced its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 40% in Q2 2026, selling an estimated $271K and leaving 8,131 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #78.

RW Investment Management first reported a position in CVSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $682K in Q1 2026. 49 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • RW Investment Management held 8,131 shares of Calvert Ultra-Short Investment Grade ETF worth $412K as of Q2 2026.
  • RW Investment Management sold 5,348 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $271K.
  • Calvert Ultra-Short Investment Grade ETF made up 0.04% of RW Investment Management's portfolio in Q2 2026, its #78 holding.
  • RW Investment Management first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2026 and has held it in 2 quarters since.
  • RW Investment Management's Calvert Ultra-Short Investment Grade ETF position peaked at $682K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.