Harbour Investments’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Harbour Investments’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	$143K	Buy	2,826 +504	+22%	+$25.6K	﹤0.01%	1724
2025 Q4	$118K	Buy	2,322 +320	+16%	+$16.3K	﹤0.01%	1552
2025 Q3	$102K	Buy	2,002 +138	+7%	+$7K	﹤0.01%	1576
2025 Q2	$94.4K	Buy	1,864 +1,768	+1,842%	+$89.6K	﹤0.01%	1531
2025 Q1	$4.86K	Buy	96 +71	+284%	+$3.6K	﹤0.01%	2839
2024 Q4	$1.27K	Buy	+25	New	+$1.27K	﹤0.01%	3122

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

Harbour Investments's CVSB Position: Q1 2026 in Review

Harbour Investments increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 22% in Q1 2026, buying an estimated $25.6K and bringing the position to 2,826 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Harbour Investments first reported a position in CVSB in Q4 2024 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold CVSB as of Q1 2026.

Harbour Investments held 2,826 shares of Calvert Ultra-Short Investment Grade ETF worth $143K as of Q1 2026.
Harbour Investments bought 504 Calvert Ultra-Short Investment Grade ETF shares in Q1 2026, an estimated $25.6K.
Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1724 holding.
Harbour Investments first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2024 and has held it in 6 quarters since.
41 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.