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 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	Sell	402,000 -398,002	-50%	-$20.1M	﹤0.01%	2679
2023 Q4	$40.2M	Buy	800,002 +400,002	+100%	+$20.1M	﹤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 $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

DAS

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

Morgan Stanley's CVSB Position: Q1 2026 in Review

Morgan Stanley reduced its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 0.8% in Q1 2026, selling an estimated $907K and leaving 2,210,158 shares worth $112M. The position accounts for 0.01% of the portfolio, ranked #1350.

Morgan Stanley first reported a position in CVSB in Q1 2023 and has held it in 13 quarters since. The position peaked at $153M in Q4 2024. 41 funds tracked by Wall St. Rank hold CVSB as of Q1 2026.

Morgan Stanley held 2,210,158 shares of Calvert Ultra-Short Investment Grade ETF worth $112M as of Q1 2026.
Morgan Stanley sold 17,862 Calvert Ultra-Short Investment Grade ETF shares in Q1 2026, an estimated $907K.
Calvert Ultra-Short Investment Grade ETF made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1350 holding.
Morgan Stanley first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2023 and has held it in 13 quarters since.
Morgan Stanley's Calvert Ultra-Short Investment Grade ETF position peaked at $153M in Q4 2024.
41 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.