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 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 New York $1.66T AUM 25.57% 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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

LPL Financial's CVSB Position: Q1 2026 in Review

LPL Financial increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 24% in Q1 2026, buying an estimated $2.61M and bringing the position to 262,983 shares worth $13.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

LPL Financial first reported a position in CVSB in Q2 2024 and has held it in 8 quarters since. 41 funds tracked by Wall St. Rank hold CVSB as of Q1 2026.

LPL Financial held 262,983 shares of Calvert Ultra-Short Investment Grade ETF worth $13.3M as of Q1 2026.
LPL Financial bought 51,354 Calvert Ultra-Short Investment Grade ETF shares in Q1 2026, an estimated $2.61M.
Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1768 holding.
LPL Financial first reported a position in Calvert Ultra-Short Investment Grade ETF in Q2 2024 and has held it in 8 quarters since.
41 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.