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

TFC Financial 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 		$39.5K Sell
781
-130
-14% -$6.59K ﹤0.01% 313
2026
Q1 		$46.1K Buy
911
+13
+1% +$660 0.01% 282
2025
Q4 		$45.6K Buy
898
+335
+60% +$17K 0.01% 281
2025
Q3 		$28.6K Buy
563
+74
+15% +$3.76K ﹤0.01% 321
2025
Q2 		$24.8K Hold
489
– – ﹤0.01% 320
2025
Q1 		$24.7K Buy
489
+179
+58% +$9.09K ﹤0.01% 305
2024
Q4 		$15.7K Buy
+310
New +$15.7K ﹤0.01% 332

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

TFC Financial Management's CVSB Position: Q2 2026 in Review

TFC Financial Management reduced its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 14% in Q2 2026, selling an estimated $6.59K and leaving 781 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

TFC Financial Management first reported a position in CVSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $46.1K in Q1 2026. 18 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • TFC Financial Management held 781 shares of Calvert Ultra-Short Investment Grade ETF worth $39.5K as of Q2 2026.
  • TFC Financial Management sold 130 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $6.59K.
  • Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #313 holding.
  • TFC Financial Management first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
  • TFC Financial Management's Calvert Ultra-Short Investment Grade ETF position peaked at $46.1K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.