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Godfrey Financial Associates’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Godfrey Financial Associates’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 		$7.64K Hold
151
– – 0.01% 462
2025
Q4 		$7.66K Buy
+151
New +$7.67K 0.01% 446

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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

Godfrey Financial Associates's CVSB Position: Q1 2026 in Review

Godfrey Financial Associates held its Calvert Ultra-Short Investment Grade ETF (CVSB) position steady in Q1 2026 at 151 shares worth $7.64K. The position accounts for 0.01% of the portfolio, ranked #462.

Godfrey Financial Associates first reported a position in CVSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.66K in Q4 2025. 41 funds tracked by Wall St. Rank hold CVSB as of Q1 2026.

  • Godfrey Financial Associates held 151 shares of Calvert Ultra-Short Investment Grade ETF worth $7.64K as of Q1 2026.
  • Godfrey Financial Associates 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 Godfrey Financial Associates's portfolio in Q1 2026, its #462 holding.
  • Godfrey Financial Associates first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2025 and has held it in 2 quarters since.
  • Godfrey Financial Associates's Calvert Ultra-Short Investment Grade ETF position peaked at $7.66K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q1 2026.

Based on Godfrey Financial Associates's 13F filing for Q1 2026, filed 12 May 2026.