Betterment LLC
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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
Q2 		$1.7M Buy
33,537
+859
+3% +$43.5K ﹤0.01% 271
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
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
VFG
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Betterment LLC's CVSB Position: Q2 2026 in Review

Betterment LLC increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 2.6% in Q2 2026, buying an estimated $43.5K and bringing the position to 33,537 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Betterment LLC first reported a position in CVSB in Q1 2025 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • Betterment LLC held 33,537 shares of Calvert Ultra-Short Investment Grade ETF worth $1.7M as of Q2 2026.
  • Betterment LLC bought 859 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $43.5K.
  • Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #271 holding.
  • Betterment LLC first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2025 and has held it in 6 quarters since.
  • 49 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.