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

Envestnet 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
2026 Q2	$636K	Buy	12,600 +3,504	+39%	+$178K	﹤0.01%	3914
2026 Q1	$461K	Buy	9,096 +3,753	+70%	+$192K	﹤0.01%	3987
2025 Q4	$273K	Sell	5,343 -122	-2%	-$6.25K	﹤0.01%	4100
2025 Q3	$280K	Buy	+5,465	New	+$279K	﹤0.01%	4127

Other funds holding NBSD

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Envestnet Asset Management's NBSD Position: Q2 2026 in Review

Envestnet Asset Management increased its Neuberger Short Duration Income ETF (NBSD) stake by 39% in Q2 2026, buying an estimated $178K and bringing the position to 12,600 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #3914.

Envestnet Asset Management first reported a position in NBSD in Q3 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

Envestnet Asset Management held 12,600 shares of Neuberger Short Duration Income ETF worth $636K as of Q2 2026.
Envestnet Asset Management bought 3,504 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $178K.
Neuberger Short Duration Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3914 holding.
Envestnet Asset Management first reported a position in Neuberger Short Duration Income ETF in Q3 2025 and has held it in 4 quarters since.
22 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.