SEC 13F Intelligence

CGBIXCALVERT GREEN BOND I

CUSIP 13161P714 · Yahoo Finance ↗ · Google Finance ↗

Calvert Green Bond I (CGBIX) has 1 institutional holders in Filings Flow’s 13F database, together reporting 409 shares worth $5,822 as of Q1 2026.

Institutional Holders
1
Q1 2026
Reported Value
$5,822
Ticker
CGBIX
Quarters Tracked
11

Ownership Trend

Institutional holders
Q3 ’23: 1Q3 ’23Q4 ’23: 2Q1 ’24: 1Q1 ’24Q2 ’24: 1Q3 ’24: 1Q3 ’24Q4 ’24: 1Q1 ’25: 1Q1 ’25Q2 ’25: 1Q3 ’25: 1Q3 ’25Q4 ’25: 1Q1 ’26: 1Q1 ’26filingsflow.com
Total reported value
Q3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $10,642Q1 ’24Q2 ’24: $5,317Q3 ’24: $5,584Q3 ’24Q4 ’24: $5,434Q1 ’25: $5,563Q1 ’25Q2 ’25: $5,661Q3 ’25: $5,777Q3 ’25Q4 ’25: $5,839Q1 ’26: $5,822Q1 ’26filingsflow.com

Holders

··Mixed quarters
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Manager% of PortfolioValueSharesQuarter
Financial Gravity Asset Management, Inc.$562M AUM0.00%$5,822409Q1 2026
Financial Gravity Companies, Inc.$509M AUM0.00%$5,661398Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.