Commonwealth Equity Services’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Commonwealth Equity Services’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	$6.57M	Sell	131,789 -12,925	-9%	-$652K	0.01%	1182
2026 Q2	$7.31M	Buy	144,714 +27,727	+24%	+$1.41M	0.01%	1136
2026 Q1	$5.93M	Buy	116,987 +44,422	+61%	+$2.27M	0.01%	1224
2025 Q4	$3.71M	Buy	72,565 +22,525	+45%	+$1.15M	0.01%	1533
2025 Q3	$2.56M	Buy	50,040 +35,739	+250%	+$1.83M	﹤0.01%	1812
2025 Q2	$729K	Buy	14,301 +5,633	+65%	+$286K	﹤0.01%	2836
2025 Q1	$442K	Buy	8,668 +1,327	+18%	+$67.6K	﹤0.01%	3130
2024 Q4	$372K	Buy	7,341 +1,405	+24%	+$71.4K	﹤0.01%	3221
2024 Q3	$307K	Sell	5,936 -53,084	-90%	-$2.7M	﹤0.01%	3340
2024 Q2	$2.95M	Buy	+59,020	New	+$2.96M	﹤0.01%	1536

Other funds holding NBSD

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

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Robinson Smith Wealth Advisors South Portland, Maine $164M AUM 14.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Rubicon Advisors Redding, California $144M AUM 19.21% 1-Year Est. Return

Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Commonwealth Equity Services's NBSD Position: Q3 2026 in Review

Commonwealth Equity Services reduced its Neuberger Short Duration Income ETF (NBSD) stake by 8.9% in Q3 2026, selling an estimated $652K and leaving 131,789 shares worth $6.57M. The position accounts for 0.01% of the portfolio, ranked #1182.

Commonwealth Equity Services first reported a position in NBSD in Q2 2024 and has held it in 10 quarters since. The position peaked at $7.31M in Q2 2026. 24 funds tracked by Wall St. Rank hold NBSD as of Q3 2026.

Commonwealth Equity Services held 131,789 shares of Neuberger Short Duration Income ETF worth $6.57M as of Q3 2026.
Commonwealth Equity Services sold 12,925 Neuberger Short Duration Income ETF shares in Q3 2026, an estimated $652K.
Neuberger Short Duration Income ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #1182 holding.
Commonwealth Equity Services first reported a position in Neuberger Short Duration Income ETF in Q2 2024 and has held it in 10 quarters since.
Commonwealth Equity Services's Neuberger Short Duration Income ETF position peaked at $7.31M in Q2 2026.
24 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.