CAM
NBSD

Cresset Asset Management’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Cresset Asset Management’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
2024
Q4 		– Sell
-17,411
Closed -$900K – 2257
2024
Q3 		$900K Sell
17,411
-4,281
-20% -$218K ﹤0.01% 1212
2024
Q2 		$1.08M Buy
+21,692
New +$1.09M ﹤0.01% 1020

Other funds holding NBSD

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cresset Asset Management's NBSD Position: Q4 2024 in Review

Cresset Asset Management sold out of Neuberger Short Duration Income ETF (NBSD) in Q4 2024, closing a stake of 17,411 shares — an estimated $900K sold.

Cresset Asset Management first reported a position in NBSD in Q2 2024 and held it in 2 quarters. The position peaked at $1.08M in Q2 2024. 9 funds tracked by Wall St. Rank hold NBSD as of Q4 2024.

  • Cresset Asset Management reported no remaining Neuberger Short Duration Income ETF position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 17,411 Neuberger Short Duration Income ETF shares in Q4 2024, an estimated $900K.
  • Cresset Asset Management first reported a position in Neuberger Short Duration Income ETF in Q2 2024 and held it in 2 quarters.
  • Cresset Asset Management's Neuberger Short Duration Income ETF position peaked at $1.08M in Q2 2024.
  • 9 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.