Carson Wealth (CWM LLC)’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Carson Wealth (CWM 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	$20.1K	Hold	397	–	–	﹤0.01%	4416
2025 Q4	$20K	Hold	397	–	–	﹤0.01%	4162
2025 Q3	$20K	Hold	397	–	–	﹤0.01%	4114
2025 Q2	$20K	Hold	397	–	–	﹤0.01%	3901
2025 Q1	$20K	Hold	397	–	–	﹤0.01%	3664
2024 Q4	$20K	Hold	397	–	–	﹤0.01%	3429
2024 Q3	$20K	Hold	397	–	–	﹤0.01%	3349
2024 Q2	$20K	Hold	397	–	–	﹤0.01%	3107
2024 Q1	$20K	Buy	+397	New	+$20K	﹤0.01%	2902

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

Betterment LLC New York $52.8B AUM 15.34% 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

Carson Wealth (CWM LLC)'s CVSB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Calvert Ultra-Short Investment Grade ETF (CVSB) position steady in Q1 2026 at 397 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4416.

Carson Wealth (CWM LLC) first reported a position in CVSB in Q1 2024 and has held it in 9 quarters since. 41 funds tracked by Wall St. Rank hold CVSB as of Q1 2026.

Carson Wealth (CWM LLC) held 397 shares of Calvert Ultra-Short Investment Grade ETF worth $20.1K as of Q1 2026.
Carson Wealth (CWM LLC) left its Calvert Ultra-Short Investment Grade ETF share count unchanged in Q1 2026.
Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4416 holding.
Carson Wealth (CWM LLC) first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2024 and has held it in 9 quarters since.
41 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.