TFC Financial Management
CVSB icon

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
Q3 		$39.4K Hold
781
– – ﹤0.01% 312
2026
Q2 		$39.6K 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% +$9.08K ﹤0.01% 305
2024
Q4 		$15.7K Buy
+310
New +$15.7K ﹤0.01% 332

Other funds holding CVSB

Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Robinson Smith Wealth Advisors
Robinson Smith Wealth Advisors South Portland, Maine $164M AUM 14.41% 1-Year Est. Return
Sunrise Financial Services
Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
FIG Financial Advisory Services
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

TFC Financial Management's CVSB Position: Q3 2026 in Review

TFC Financial Management held its Calvert Ultra-Short Investment Grade ETF (CVSB) position steady in Q3 2026 at 781 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

TFC Financial Management first reported a position in CVSB in Q4 2024 and has held it in 8 quarters since. The position peaked at $46.1K in Q1 2026. 13 funds tracked by Wall St. Rank hold CVSB as of Q3 2026.

  • TFC Financial Management held 781 shares of Calvert Ultra-Short Investment Grade ETF worth $39.4K as of Q3 2026.
  • TFC Financial Management left its Calvert Ultra-Short Investment Grade ETF share count unchanged in Q3 2026.
  • Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #312 holding.
  • TFC Financial Management first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2024 and has held it in 8 quarters since.
  • TFC Financial Management's Calvert Ultra-Short Investment Grade ETF position peaked at $46.1K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.