AI
NBSD

Atria Investments’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Atria Investments’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
Q2 		$237K Sell
4,701
-879
-16% -$44.6K ﹤0.01% 1981
2026
Q1 		$283K Sell
5,580
-6,407
-53% -$328K ﹤0.01% 1794
2025
Q4 		$614K Sell
11,987
-946
-7% -$48.4K 0.01% 1318
2025
Q3 		$662K Buy
+12,933
New +$661K 0.01% 1266

Other funds holding NBSD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RSWA
Robinson Smith Wealth Advisors South Portland, Maine $167M AUM 21.12% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RA
Rubicon Advisors Redding, California $137M AUM
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atria Investments's NBSD Position: Q2 2026 in Review

Atria Investments reduced its Neuberger Short Duration Income ETF (NBSD) stake by 16% in Q2 2026, selling an estimated $44.6K and leaving 4,701 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

Atria Investments first reported a position in NBSD in Q3 2025 and has held it in 4 quarters since. The position peaked at $662K in Q3 2025. 22 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

  • Atria Investments held 4,701 shares of Neuberger Short Duration Income ETF worth $237K as of Q2 2026.
  • Atria Investments sold 879 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $44.6K.
  • Neuberger Short Duration Income ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1981 holding.
  • Atria Investments first reported a position in Neuberger Short Duration Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Atria Investments's Neuberger Short Duration Income ETF position peaked at $662K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.