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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Francis Financial $642M AUM 10.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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.