CWP
NBSD

Cornerstone Wealth Partners’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Cornerstone Wealth Partners’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 		– Sell
-1,004
Closed -$50.9K – 21
2026
Q1 		$50.9K Buy
+1,004
New +$51.3K 0.03% 15

Other funds holding NBSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
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
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Wealth Partners's NBSD Position: Q2 2026 in Review

Cornerstone Wealth Partners sold out of Neuberger Short Duration Income ETF (NBSD) in Q2 2026, closing a stake of 1,004 shares — an estimated $50.9K sold.

Cornerstone Wealth Partners first reported a position in NBSD in Q1 2026 and held it in 1 quarter. The position peaked at $50.9K in Q1 2026. 67 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

  • Cornerstone Wealth Partners reported no remaining Neuberger Short Duration Income ETF position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Wealth Partners sold 1,004 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $50.9K.
  • Cornerstone Wealth Partners first reported a position in Neuberger Short Duration Income ETF in Q1 2026 and held it in 1 quarter.
  • Cornerstone Wealth Partners's Neuberger Short Duration Income ETF position peaked at $50.9K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Cornerstone Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.