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

Sunrise Financial Services’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 		$512K Sell
10,108
-462
-4% -$23.4K 0.3% 38
2026
Q1 		$535K Buy
10,570
+2,158
+26% +$110K 0.38% 33
2025
Q4 		$427K Buy
+8,412
New +$427K 0.32% 33

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

Sunrise Financial Services's CVSB Position: Q2 2026 in Review

Sunrise Financial Services reduced its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 4.4% in Q2 2026, selling an estimated $23.4K and leaving 10,108 shares worth $512K. The position accounts for 0.3% of the portfolio, ranked #38.

Sunrise Financial Services first reported a position in CVSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $535K in Q1 2026. 49 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • Sunrise Financial Services held 10,108 shares of Calvert Ultra-Short Investment Grade ETF worth $512K as of Q2 2026.
  • Sunrise Financial Services sold 462 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $23.4K.
  • Calvert Ultra-Short Investment Grade ETF made up 0.3% of Sunrise Financial Services's portfolio in Q2 2026, its #38 holding.
  • Sunrise Financial Services first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Calvert Ultra-Short Investment Grade ETF position peaked at $535K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.