SAM
CVSB icon

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

Secure Asset 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 		$369K Sell
7,292
-115
-2% -$5.83K 0.05% 228
2026
Q1 		$375K Hold
7,407
– – 0.06% 216
2025
Q4 		$376K Buy
7,407
+41
+0.6% +$2.08K 0.06% 236
2025
Q3 		$374K Hold
7,366
– – 0.06% 220
2025
Q2 		$373K Sell
7,366
-34
-0.5% -$1.72K 0.07% 224
2025
Q1 		$374K Buy
+7,400
New +$376K 0.08% 211

Other funds holding CVSB

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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
RSWA
Robinson Smith Wealth Advisors South Portland, Maine $167M AUM 21.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Secure Asset Management's CVSB Position: Q2 2026 in Review

Secure Asset Management reduced its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 1.6% in Q2 2026, selling an estimated $5.83K and leaving 7,292 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #228.

Secure Asset Management first reported a position in CVSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $376K in Q4 2025. 18 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • Secure Asset Management held 7,292 shares of Calvert Ultra-Short Investment Grade ETF worth $369K as of Q2 2026.
  • Secure Asset Management sold 115 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $5.83K.
  • Calvert Ultra-Short Investment Grade ETF made up 0.05% of Secure Asset Management's portfolio in Q2 2026, its #228 holding.
  • Secure Asset Management first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2025 and has held it in 6 quarters since.
  • Secure Asset Management's Calvert Ultra-Short Investment Grade ETF position peaked at $376K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.