UBS Group
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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
2026
Q2 		$5.98K Buy
+118
New +$5.98K ﹤0.01% 8876
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
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
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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

UBS Group's CVSB Position: Q2 2026 in Review

UBS Group opened a new position in Calvert Ultra-Short Investment Grade ETF (CVSB) in Q2 2026: 118 shares worth $5.98K. The stake represents ﹤0.01% of the portfolio and ranks #8876 among its holdings. This is a return to the name: UBS Group previously reported a position in CVSB as recently as Q3 2025.

UBS Group first reported a position in CVSB in Q1 2023 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • UBS Group held 118 shares of Calvert Ultra-Short Investment Grade ETF worth $5.98K as of Q2 2026.
  • Calvert Ultra-Short Investment Grade ETF was a new UBS Group position in Q2 2026.
  • Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8876 holding.
  • UBS Group first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2023 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.