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

Sandbox Financial 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
2024
Q1 		– Sell
-5,185
Closed -$261K – 98
2023
Q4 		$261K Sell
5,185
-4,789
-48% -$240K 0.12% 74
2023
Q3 		$499K Buy
9,974
+550
+6% +$27.6K 0.26% 51
2023
Q2 		$471K Buy
+9,424
New +$472K 0.25% 54

Other funds holding CVSB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Sandbox Financial Partners's CVSB Position: Q1 2024 in Review

Sandbox Financial Partners sold out of Calvert Ultra-Short Investment Grade ETF (CVSB) in Q1 2024, closing a stake of 5,185 shares — an estimated $261K sold.

Sandbox Financial Partners first reported a position in CVSB in Q2 2023 and held it in 3 quarters. The position peaked at $499K in Q3 2023. 12 funds tracked by Wall St. Rank hold CVSB as of Q1 2024.

  • Sandbox Financial Partners reported no remaining Calvert Ultra-Short Investment Grade ETF position as of Q1 2024 after selling out during the quarter.
  • Sandbox Financial Partners sold 5,185 Calvert Ultra-Short Investment Grade ETF shares in Q1 2024, an estimated $261K.
  • Sandbox Financial Partners first reported a position in Calvert Ultra-Short Investment Grade ETF in Q2 2023 and held it in 3 quarters.
  • Sandbox Financial Partners's Calvert Ultra-Short Investment Grade ETF position peaked at $499K in Q3 2023.
  • 12 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q1 2024.

Based on Sandbox Financial Partners's 13F filing for Q1 2024, filed 15 Apr 2024.