Claro Advisors
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Claro Advisors’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Claro Advisors’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
Q3 		$699K Buy
14,025
+528
+4% +$26.6K 0.07% 233
2026
Q2 		$682K Buy
13,497
+86
+0.6% +$4.36K 0.07% 215
2026
Q1 		$680K Buy
+13,411
New +$686K 0.08% 193

Other funds holding NBSD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Robinson Smith Wealth Advisors
Robinson Smith Wealth Advisors South Portland, Maine $164M AUM 14.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Convergence Financial
Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return
Rubicon Advisors
Rubicon Advisors Redding, California $144M AUM 19.21% 1-Year Est. Return
Clearstead Trust
Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Claro Advisors's NBSD Position: Q3 2026 in Review

Claro Advisors increased its Neuberger Short Duration Income ETF (NBSD) stake by 3.9% in Q3 2026, buying an estimated $26.6K and bringing the position to 14,025 shares worth $699K. The position accounts for 0.07% of the portfolio, ranked #233.

Claro Advisors first reported a position in NBSD in Q1 2026 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold NBSD as of Q3 2026.

  • Claro Advisors held 14,025 shares of Neuberger Short Duration Income ETF worth $699K as of Q3 2026.
  • Claro Advisors bought 528 Neuberger Short Duration Income ETF shares in Q3 2026, an estimated $26.6K.
  • Neuberger Short Duration Income ETF made up 0.07% of Claro Advisors's portfolio in Q3 2026, its #233 holding.
  • Claro Advisors first reported a position in Neuberger Short Duration Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.