AssetMark Inc’s Neuberger Short Duration Income ETF NBSD Stock Holding History

AssetMark Inc’s Portfolio NBSD Stock Details NBSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$46.3K	Buy	+929	New	+$46.9K	﹤0.01%	1917

Other funds holding NBSD

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Robinson Smith Wealth Advisors South Portland, Maine $164M AUM 14.41% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Mayfair Advisory Group Birmingham, Alabama $345M AUM 16.1% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

AssetMark Inc's NBSD Position: Q3 2026 in Review

AssetMark Inc opened a new position in Neuberger Short Duration Income ETF (NBSD) in Q3 2026: 929 shares worth $46.3K. The stake represents ﹤0.01% of the portfolio and ranks #1917 among its holdings.

10 funds tracked by Wall St. Rank hold NBSD as of Q3 2026.

AssetMark Inc held 929 shares of Neuberger Short Duration Income ETF worth $46.3K as of Q3 2026.
Neuberger Short Duration Income ETF was a new AssetMark Inc position in Q3 2026.
Neuberger Short Duration Income ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1917 holding.
10 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.