LPL Financial
CVSB icon

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

LPL Financial’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 		$13.9M Buy
274,024
+11,041
+4% +$560K ﹤0.01% 1850
2026
Q1 		$13.3M Buy
262,983
+51,354
+24% +$2.61M ﹤0.01% 1768
2025
Q4 		$10.7M Buy
211,629
+26,052
+14% +$1.32M ﹤0.01% 1870
2025
Q3 		$9.41M Buy
185,577
+6,204
+3% +$315K ﹤0.01% 1923
2025
Q2 		$9.09M Buy
179,373
+27,430
+18% +$1.39M ﹤0.01% 1812
2025
Q1 		$7.69M Sell
151,943
-31,207
-17% -$1.58M ﹤0.01% 1802
2024
Q4 		$9.29M Buy
183,150
+56,235
+44% +$2.85M ﹤0.01% 1602
2024
Q3 		$6.43M Buy
126,915
+51,477
+68% +$2.61M ﹤0.01% 1782
2024
Q2 		$3.8M Buy
+75,438
New +$3.81M ﹤0.01% 2074

Other funds holding CVSB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

LPL Financial's CVSB Position: Q2 2026 in Review

LPL Financial increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 4.2% in Q2 2026, buying an estimated $560K and bringing the position to 274,024 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

LPL Financial first reported a position in CVSB in Q2 2024 and has held it in 9 quarters since. 49 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • LPL Financial held 274,024 shares of Calvert Ultra-Short Investment Grade ETF worth $13.9M as of Q2 2026.
  • LPL Financial bought 11,041 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $560K.
  • Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1850 holding.
  • LPL Financial first reported a position in Calvert Ultra-Short Investment Grade ETF in Q2 2024 and has held it in 9 quarters since.
  • 49 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.