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
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 $1.66T 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

Cerity Partners's NBSD Position: Q1 2026 in Review

Cerity Partners held its Neuberger Short Duration Income ETF (NBSD) position steady in Q1 2026 at 6,599 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Cerity Partners first reported a position in NBSD in Q2 2024 and has held it in 8 quarters since. The position peaked at $634K in Q2 2024. 68 funds tracked by Wall St. Rank hold NBSD as of Q1 2026.

  • Cerity Partners held 6,599 shares of Neuberger Short Duration Income ETF worth $335K as of Q1 2026.
  • Cerity Partners left its Neuberger Short Duration Income ETF share count unchanged in Q1 2026.
  • Neuberger Short Duration Income ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2537 holding.
  • Cerity Partners first reported a position in Neuberger Short Duration Income ETF in Q2 2024 and has held it in 8 quarters since.
  • Cerity Partners's Neuberger Short Duration Income ETF position peaked at $634K in Q2 2024.
  • 68 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.