GRP
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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
2026
Q2 		$364K Buy
+7,179
New +$364K 0.01% 1198
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 $1.89T 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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Global Retirement Partners's CVSB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Calvert Ultra-Short Investment Grade ETF (CVSB) in Q2 2026: 7,179 shares worth $364K. The stake represents 0.01% of the portfolio and ranks #1198 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CVSB as recently as Q4 2025.

Global Retirement Partners first reported a position in CVSB in Q4 2024 and has held it in 5 quarters since. The position peaked at $795K in Q4 2024. 49 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • Global Retirement Partners held 7,179 shares of Calvert Ultra-Short Investment Grade ETF worth $364K as of Q2 2026.
  • Calvert Ultra-Short Investment Grade ETF was a new Global Retirement Partners position in Q2 2026.
  • Calvert Ultra-Short Investment Grade ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1198 holding.
  • Global Retirement Partners first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2024 and has held it in 5 quarters since.
  • Global Retirement Partners's Calvert Ultra-Short Investment Grade ETF position peaked at $795K in Q4 2024.
  • 49 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.