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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RSWA

Robinson Smith Wealth Advisors South Portland, Maine $167M AUM 21.12% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Rubicon Advisors Redding, California $137M AUM

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Commonwealth Equity Services's NBSD Position: Q2 2026 in Review

Commonwealth Equity Services increased its Neuberger Short Duration Income ETF (NBSD) stake by 24% in Q2 2026, buying an estimated $1.41M and bringing the position to 144,714 shares worth $7.31M. The position accounts for 0.01% of the portfolio, ranked #1136.

Commonwealth Equity Services first reported a position in NBSD in Q2 2024 and has held it in 9 quarters since. 22 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

Commonwealth Equity Services held 144,714 shares of Neuberger Short Duration Income ETF worth $7.31M as of Q2 2026.
Commonwealth Equity Services bought 27,727 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $1.41M.
Neuberger Short Duration Income ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1136 holding.
Commonwealth Equity Services first reported a position in Neuberger Short Duration Income ETF in Q2 2024 and has held it in 9 quarters since.
22 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.