Rockefeller Capital Management
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Rockefeller Capital Management’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Rockefeller Capital Management’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 		– Sell
-68
Closed -$3.45K – 4731
2025
Q4 		$3.45K Buy
+68
New +$3.45K ﹤0.01% 4179

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PAG
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Goldman Sachs
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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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 $185M AUM 14.05% 1-Year Est. Return
Betterment LLC
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

Rockefeller Capital Management's CVSB Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Calvert Ultra-Short Investment Grade ETF (CVSB) in Q1 2026, closing a stake of 68 shares — an estimated $3.45K sold.

Rockefeller Capital Management first reported a position in CVSB in Q4 2025 and held it in 1 quarter. The position peaked at $3.45K in Q4 2025. 41 funds tracked by Wall St. Rank hold CVSB as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Calvert Ultra-Short Investment Grade ETF position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 68 Calvert Ultra-Short Investment Grade ETF shares in Q1 2026, an estimated $3.45K.
  • Rockefeller Capital Management first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's Calvert Ultra-Short Investment Grade ETF position peaked at $3.45K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.