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Global Retirement Partners’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Global Retirement Partners’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
2025
Q4 		$440K Sell
8,665
-989
-10% -$50.2K 0.01% 1020
2025
Q3 		$490K Sell
9,654
-199
-2% -$10.1K 0.01% 775
2025
Q2 		$499K Buy
+9,853
New +$499K 0.01% 710
2024
Q4 		$795K Buy
+15,679
New +$796K 0.02% 501

Other funds holding CVSB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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 $185M AUM 14.05% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Global Retirement Partners's CVSB Position: Q4 2025 in Review

Global Retirement Partners reduced its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 10% in Q4 2025, selling an estimated $50.2K and leaving 8,665 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #1020.

Global Retirement Partners first reported a position in CVSB in Q4 2024 and has held it in 4 quarters since. The position peaked at $795K in Q4 2024. 38 funds tracked by Wall St. Rank hold CVSB as of Q4 2025.

  • Global Retirement Partners held 8,665 shares of Calvert Ultra-Short Investment Grade ETF worth $440K as of Q4 2025.
  • Global Retirement Partners sold 989 Calvert Ultra-Short Investment Grade ETF shares in Q4 2025, an estimated $50.2K.
  • Calvert Ultra-Short Investment Grade ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1020 holding.
  • Global Retirement Partners first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2024 and has held it in 4 quarters since.
  • Global Retirement Partners's Calvert Ultra-Short Investment Grade ETF position peaked at $795K in Q4 2024.
  • 38 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.