Betterment LLC’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Betterment LLC’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 Q1	$1.65M	Buy	32,678 +1,793	+6%	+$91.1K	﹤0.01%	257
2025 Q4	$1.57M	Buy	30,885 +4,464	+17%	+$227K	﹤0.01%	256
2025 Q3	$1.34M	Buy	26,421 +6,187	+31%	+$314K	﹤0.01%	266
2025 Q2	$1.02M	Buy	20,234 +15,813	+358%	+$801K	﹤0.01%	275
2025 Q1	$224K	Buy	+4,421	New	+$224K	﹤0.01%	444

Other funds holding CVSB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFG

Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return

SFP

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Betterment LLC's CVSB Position: Q1 2026 in Review

Betterment LLC increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 5.8% in Q1 2026, buying an estimated $91.1K and bringing the position to 32,678 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Betterment LLC first reported a position in CVSB in Q1 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold CVSB as of Q1 2026.

Betterment LLC held 32,678 shares of Calvert Ultra-Short Investment Grade ETF worth $1.65M as of Q1 2026.
Betterment LLC bought 1,793 Calvert Ultra-Short Investment Grade ETF shares in Q1 2026, an estimated $91.1K.
Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #257 holding.
Betterment LLC first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2025 and has held it in 5 quarters since.
41 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.