Cetera Investment Advisers’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Cetera Investment Advisers’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	$532K	Buy	10,510 +1,500	+17%	+$76.2K	﹤0.01%	3450
2025 Q4	$457K	Buy	9,010 +2,650	+42%	+$135K	﹤0.01%	3513
2025 Q3	$323K	Buy	6,360 +760	+14%	+$38.6K	﹤0.01%	3768
2025 Q2	$284K	Hold	5,600	–	–	﹤0.01%	3442
2025 Q1	$283K	Sell	5,600 -6,900	-55%	-$350K	﹤0.01%	3310
2024 Q4	$634K	Buy	12,500 +3,700	+42%	+$188K	﹤0.01%	2500
2024 Q3	$446K	Hold	8,800	–	–	﹤0.01%	2738
2024 Q2	$443K	Buy	8,800 +4,700	+115%	+$237K	﹤0.01%	2685
2024 Q1	$206K	Buy	+4,100	New	+$207K	﹤0.01%	3332

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

Cetera Investment Advisers's CVSB Position: Q1 2026 in Review

Cetera Investment Advisers increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 17% in Q1 2026, buying an estimated $76.2K and bringing the position to 10,510 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #3450.

Cetera Investment Advisers first reported a position in CVSB in Q1 2024 and has held it in 9 quarters since. The position peaked at $634K in Q4 2024. 41 funds tracked by Wall St. Rank hold CVSB as of Q1 2026.

Cetera Investment Advisers held 10,510 shares of Calvert Ultra-Short Investment Grade ETF worth $532K as of Q1 2026.
Cetera Investment Advisers bought 1,500 Calvert Ultra-Short Investment Grade ETF shares in Q1 2026, an estimated $76.2K.
Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3450 holding.
Cetera Investment Advisers first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2024 and has held it in 9 quarters since.
Cetera Investment Advisers's Calvert Ultra-Short Investment Grade ETF position peaked at $634K in Q4 2024.
41 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.