Morgan Stanley’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Morgan Stanley’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	$115M	Buy	2,265,063 +54,905	+2%	+$2.78M	0.01%	1456
2026 Q1	$112M	Sell	2,210,158 -17,862	-0.8%	-$907K	0.01%	1350
2025 Q4	$113M	Buy	2,228,020 +63,999	+3%	+$3.25M	0.01%	1347
2025 Q3	$110M	Buy	2,164,021 +109,960	+5%	+$5.58M	0.01%	1325
2025 Q2	$104M	Sell	2,054,061 -133,093	-6%	-$6.75M	0.01%	1289
2025 Q1	$111M	Sell	2,187,154 -839,610	-28%	-$42.6M	0.01%	1179
2024 Q4	$153M	Buy	3,026,764 +2,071,490	+217%	+$105M	0.01%	970
2024 Q3	$48.4M	Buy	955,274 +553,273	+138%	+$28M	﹤0.01%	1844
2024 Q2	$20.3M	Buy	402,001 +1	+0%	+$50	﹤0.01%	2654
2024 Q1	$20.2M	Buy	402,000 +1,999	+0.5%	+$101K	﹤0.01%	2679
2023 Q4	$20.1M	Buy	400,001 +1	+0%	+$50	﹤0.01%	2678
2023 Q3	$20M	Hold	400,000	–	–	﹤0.01%	2447
2023 Q2	$20M	Hold	400,000	–	–	﹤0.01%	2471
2023 Q1	$20M	Buy	+400,000	New	+$20M	﹤0.01%	2427

Other funds holding CVSB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 New York $59.1B AUM 18.41% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Morgan Stanley's CVSB Position: Q2 2026 in Review

Morgan Stanley increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 2.5% in Q2 2026, buying an estimated $2.78M and bringing the position to 2,265,063 shares worth $115M. The position accounts for 0.01% of the portfolio, ranked #1456.

Morgan Stanley first reported a position in CVSB in Q1 2023 and has held it in 14 quarters since. The position peaked at $153M in Q4 2024. 49 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

Morgan Stanley held 2,265,063 shares of Calvert Ultra-Short Investment Grade ETF worth $115M as of Q2 2026.
Morgan Stanley bought 54,905 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $2.78M.
Calvert Ultra-Short Investment Grade ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1456 holding.
Morgan Stanley first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2023 and has held it in 14 quarters since.
Morgan Stanley's Calvert Ultra-Short Investment Grade ETF position peaked at $153M in Q4 2024.
49 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.