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

Strategic Financial Planning’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 		– Sell
-50,704
Closed -$1.35M – 53
2026
Q1 		$1.35M Buy
+50,704
New +$2.58M 0.79% 23

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

Strategic Financial Planning's CVSB Position: Q2 2026 in Review

Strategic Financial Planning sold out of Calvert Ultra-Short Investment Grade ETF (CVSB) in Q2 2026, closing a stake of 50,704 shares — an estimated $1.35M sold.

Strategic Financial Planning first reported a position in CVSB in Q1 2026 and held it in 1 quarter. The position peaked at $1.35M in Q1 2026. 49 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • Strategic Financial Planning reported no remaining Calvert Ultra-Short Investment Grade ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Planning sold 50,704 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $1.35M.
  • Strategic Financial Planning first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Financial Planning's Calvert Ultra-Short Investment Grade ETF position peaked at $1.35M in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.