Convergence Financial’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Convergence Financial’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	$6.84M	Buy	+135,405	New	+$6.87M	0.54%	44
2026 Q1	–	Sell	-235,953	Closed	-$12.1M	–	233
2025 Q4	$12.1M	Buy	235,953 +13,142	+6%	+$673K	1.76%	16
2025 Q3	$11.4M	Buy	+222,811	New	+$11.4M	1.71%	18

Other funds holding NBSD

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

LPL Financial San Diego, California $445B AUM 25.58% 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 40.08% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 1-Year Est. Return

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

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

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

Convergence Financial's NBSD Position: Q2 2026 in Review

Convergence Financial opened a new position in Neuberger Short Duration Income ETF (NBSD) in Q2 2026: 135,405 shares worth $6.84M. The stake represents 0.54% of the portfolio and ranks #44 among its holdings. This is a return to the name: Convergence Financial previously reported a position in NBSD as recently as Q4 2025.

Convergence Financial first reported a position in NBSD in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.1M in Q4 2025. 67 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

Convergence Financial held 135,405 shares of Neuberger Short Duration Income ETF worth $6.84M as of Q2 2026.
Neuberger Short Duration Income ETF was a new Convergence Financial position in Q2 2026.
Neuberger Short Duration Income ETF made up 0.54% of Convergence Financial's portfolio in Q2 2026, its #44 holding.
Convergence Financial first reported a position in Neuberger Short Duration Income ETF in Q3 2025 and has held it in 3 quarters since.
Convergence Financial's Neuberger Short Duration Income ETF position peaked at $12.1M in Q4 2025.
67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.