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Good Life Advisors’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Good Life Advisors’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
Q2 		$894K Sell
17,640
-1,134
-6% -$57.5K 0.06% 215
2025
Q1 		$950K Buy
18,774
+598
+3% +$30.4K 0.07% 201
2024
Q4 		$922K Sell
18,176
-3,736
-17% -$190K 0.07% 196
2024
Q3 		$1.11M Buy
+21,912
New +$1.11M 0.07% 205

Other funds holding CVSB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Good Life Advisors's CVSB Position: Q2 2025 in Review

Good Life Advisors reduced its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 6% in Q2 2025, selling an estimated $57.5K and leaving 17,640 shares worth $894K. The position accounts for 0.06% of the portfolio, ranked #215.

Good Life Advisors first reported a position in CVSB in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.11M in Q3 2024. 35 funds tracked by Wall St. Rank hold CVSB as of Q2 2025.

  • Good Life Advisors held 17,640 shares of Calvert Ultra-Short Investment Grade ETF worth $894K as of Q2 2025.
  • Good Life Advisors sold 1,134 Calvert Ultra-Short Investment Grade ETF shares in Q2 2025, an estimated $57.5K.
  • Calvert Ultra-Short Investment Grade ETF made up 0.06% of Good Life Advisors's portfolio in Q2 2025, its #215 holding.
  • Good Life Advisors first reported a position in Calvert Ultra-Short Investment Grade ETF in Q3 2024 and has held it in 4 quarters since.
  • Good Life Advisors's Calvert Ultra-Short Investment Grade ETF position peaked at $1.11M in Q3 2024.
  • 35 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.