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

Strategic Financial Planning’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	$1.35M	Buy	+50,704	New	+$2.58M	0.79%	23

Other funds holding CVSB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Strategic Financial Planning's CVSB Position: Q1 2026 in Review

Strategic Financial Planning opened a new position in Calvert Ultra-Short Investment Grade ETF (CVSB) in Q1 2026: 50,704 shares worth $1.35M. The stake represents 0.79% of the portfolio and ranks #23 among its holdings.

41 funds tracked by Wall St. Rank hold CVSB as of Q1 2026.

Strategic Financial Planning held 50,704 shares of Calvert Ultra-Short Investment Grade ETF worth $1.35M as of Q1 2026.
Calvert Ultra-Short Investment Grade ETF was a new Strategic Financial Planning position in Q1 2026.
Calvert Ultra-Short Investment Grade ETF made up 0.79% of Strategic Financial Planning's portfolio in Q1 2026, its #23 holding.
41 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q1 2026.

Based on Strategic Financial Planning's 13F filing for Q1 2026, filed 14 May 2026.