UBS Group’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

UBS Group’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
2025 Q4	–	Sell	-87	Closed	-$4.41K	–	10606
2025 Q3	$4.41K	Buy	+87	New	+$4.42K	﹤0.01%	8952
2023 Q2	–	Sell	-6	Closed	-$299	–	9021
2023 Q1	$299	Buy	+6	New	+$301	﹤0.01%	9089

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DAS

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

UBS Group's CVSB Position: Q4 2025 in Review

UBS Group sold out of Calvert Ultra-Short Investment Grade ETF (CVSB) in Q4 2025, closing a stake of 87 shares — an estimated $4.41K sold.

UBS Group first reported a position in CVSB in Q1 2023 and held it in 2 quarters. The position peaked at $4.41K in Q3 2025. 38 funds tracked by Wall St. Rank hold CVSB as of Q4 2025.

UBS Group reported no remaining Calvert Ultra-Short Investment Grade ETF position as of Q4 2025 after selling out during the quarter.
UBS Group sold 87 Calvert Ultra-Short Investment Grade ETF shares in Q4 2025, an estimated $4.41K.
UBS Group first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2023 and held it in 2 quarters.
UBS Group's Calvert Ultra-Short Investment Grade ETF position peaked at $4.41K in Q3 2025.
38 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.