Carson Wealth (CWM LLC)
NBSD

Carson Wealth (CWM LLC)’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$3.8K Hold
75
– – ﹤0.01% 5119
2025
Q4 		$4K Buy
+75
New +$3.84K ﹤0.01% 4935

Other funds holding NBSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NBSD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Neuberger Short Duration Income ETF (NBSD) position steady in Q1 2026 at 75 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5119.

Carson Wealth (CWM LLC) first reported a position in NBSD in Q4 2025 and has held it in 2 quarters since. The position peaked at $4K in Q4 2025. 68 funds tracked by Wall St. Rank hold NBSD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 75 shares of Neuberger Short Duration Income ETF worth $3.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Neuberger Short Duration Income ETF share count unchanged in Q1 2026.
  • Neuberger Short Duration Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5119 holding.
  • Carson Wealth (CWM LLC) first reported a position in Neuberger Short Duration Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Neuberger Short Duration Income ETF position peaked at $4K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.