Envestnet Asset Management
NBSD

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% 3918
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

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
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

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 #3918.

Envestnet Asset Management first reported a position in NBSD in Q3 2025 and has held it in 4 quarters since. 67 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 #3918 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.
  • 67 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.