Wells Fargo’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Wells Fargo’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 Q1	–	Sell	-170	Closed	-$8.62K	–	7078
2024 Q4	$8.62K	Buy	+170	New	+$8.63K	﹤0.01%	5964

Other funds holding CVSB

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

VFG

Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Wells Fargo's CVSB Position: Q1 2025 in Review

Wells Fargo sold out of Calvert Ultra-Short Investment Grade ETF (CVSB) in Q1 2025, closing a stake of 170 shares — an estimated $8.62K sold.

Wells Fargo first reported a position in CVSB in Q4 2024 and held it in 1 quarter. The position peaked at $8.62K in Q4 2024. 31 funds tracked by Wall St. Rank hold CVSB as of Q1 2025.

Wells Fargo reported no remaining Calvert Ultra-Short Investment Grade ETF position as of Q1 2025 after selling out during the quarter.
Wells Fargo sold 170 Calvert Ultra-Short Investment Grade ETF shares in Q1 2025, an estimated $8.62K.
Wells Fargo first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2024 and held it in 1 quarter.
Wells Fargo's Calvert Ultra-Short Investment Grade ETF position peaked at $8.62K in Q4 2024.
31 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q1 2025.

Based on Wells Fargo's 13F filing for Q1 2025, filed 13 May 2025.