Cerity Partners
NBSD

Cerity Partners’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Cerity Partners’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 		– Sell
-6,599
Closed -$335K – 3591
2026
Q1 		$335K Hold
6,599
– – ﹤0.01% 2537
2025
Q4 		$338K Sell
6,599
-2,518
-28% -$129K ﹤0.01% 2341
2025
Q3 		$466K Sell
9,117
-968
-10% -$49.5K ﹤0.01% 2016
2025
Q2 		$514K Sell
10,085
-1,921
-16% -$97.5K ﹤0.01% 1840
2025
Q1 		$612K Buy
12,006
+34
+0.3% +$1.73K ﹤0.01% 1654
2024
Q4 		$607K Sell
11,972
-240
-2% -$12.2K ﹤0.01% 1654
2024
Q3 		$631K Sell
12,212
-472
-4% -$24K ﹤0.01% 1642
2024
Q2 		$634K Buy
+12,684
New +$637K ﹤0.01% 1426

Other funds holding NBSD

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners's NBSD Position: Q2 2026 in Review

Cerity Partners sold out of Neuberger Short Duration Income ETF (NBSD) in Q2 2026, closing a stake of 6,599 shares — an estimated $335K sold.

Cerity Partners first reported a position in NBSD in Q2 2024 and held it in 8 quarters. The position peaked at $634K in Q2 2024. 67 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

  • Cerity Partners reported no remaining Neuberger Short Duration Income ETF position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 6,599 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $335K.
  • Cerity Partners first reported a position in Neuberger Short Duration Income ETF in Q2 2024 and held it in 8 quarters.
  • Cerity Partners's Neuberger Short Duration Income ETF position peaked at $634K in Q2 2024.
  • 67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.