CB

Calvert Bond Fund | CSIBX

Mutual Fund
CALVERT SOCIAL INVESTMENT FUND
Last update 2025-02-28 4 Stocks (0 new)
Value $9.00 Mil Turnover 18 %
Countries:
Top Holdings: BPY(32.82%)CVSB(27.21%)USM(26.10%)BPY(13.87%)
Summary Stock Picks Current Portfolio
Calvert Bond Fund Top Holdings of 2024-12-31 View Full List
Ticker
BPY
CVSB
USM
BPY
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BPY 		Brookfield Property Partners LP
211,400
2,875.0
+116.06%
32.820
+17.63%
0.020
+4.15%
+30.77%
17,341.1
Real Estate
CVSB 		Calvert Ultra-Short Investment Grade ETF
47,000
2,383.1
0%
27.210
0%
1.150
+0.96%
+1.40%
174.5
 
USM 		United States Cellular Corp
102,136
2,285.8
0%
26.100
0%
0.120
-9.59%
-7.00%
4,959.8
Telecommunication Services
BPY 		Brookfield Property Partners LP
97,843
1,215.2
0%
13.870
0%
0.010
+4.15%
+30.77%
17,341.1
Real Estate

Calvert Bond Fund's Historical Top Holdings Breakdowns

Calvert Bond Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CVSB 		Calvert Ultra-Short Investment Grade ETF2024-09-30New Buy
+24.95%
●
50.42 ($50.66) 50.93
$50.57
-0.18%
New holding
47,000
47,000
USM 		United States Cellular Corp2024-06-30Reduce
-23.62%
●
33.82 ($44.03) 59.49
$58.33
32.48%
Reduce -50.76%
102,136
-105,279
USM 		United States Cellular Corp2023-12-31Add
+39.56%
●
39.39 ($42.36) 47.85
$58.33
37.70%
Add 418.54%
207,415
167,415
USM 		United States Cellular Corp2023-09-30Add
+44.23%
●
15.84 ($32.4) 46.25
$58.33
80.03%
Add 660.69%
304,275
264,275
NSpB.PFD Unlock Delisted NuStar Energy LP2023-09-30Sold Out
-7.29%
●
23.94 ($24.73) 26.4
$24.99
1.05%
Sold Out
0
-32,027
BACpL.PFD 		Bank of America Corp2023-09-30Sold Out
-5.68%
●
1102.17 ($1160.33) 1218
$1,176.16
1.36%
Sold Out
0
-520
NSpB.PFD Unlock Delisted NuStar Energy LP2023-06-30Reduce
-7.02%
●
21.4 ($23.14) 24.4
$24.99
7.99%
Reduce -53.52%
32,027
-36,884

Calvert Bond Fund Total Holding History ($B)

To

Calvert Bond Fund's Asset Allocation

To

Calvert Bond Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Calvert Bond Fund's Hypothetical Growth since 2024-12-31

Calvert Bond Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Calvert Bond Fund's Holdings Heat Map

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Calvert Bond Fund's Holdings Bubble Chart

Calvert Bond Fund News

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