CF
NBSD

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return

Convergence Financial's NBSD Position: Q1 2026 in Review

Convergence Financial sold out of Neuberger Short Duration Income ETF (NBSD) in Q1 2026, closing a stake of 235,953 shares — an estimated $12.1M sold.

Convergence Financial first reported a position in NBSD in Q3 2025 and held it in 2 quarters. The position peaked at $12.1M in Q4 2025. 67 funds tracked by Wall St. Rank hold NBSD as of Q1 2026.

  • Convergence Financial reported no remaining Neuberger Short Duration Income ETF position as of Q1 2026 after selling out during the quarter.
  • Convergence Financial sold 235,953 Neuberger Short Duration Income ETF shares in Q1 2026, an estimated $12.1M.
  • Convergence Financial first reported a position in Neuberger Short Duration Income ETF in Q3 2025 and held it in 2 quarters.
  • 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 Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.