Evergreen Wealth Solutions’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Evergreen Wealth Solutions’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	$226K	Buy	+4,450	New	+$226K	0.01%	480

Other funds holding NBSD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Francis Financial $610M AUM 16.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Evergreen Wealth Solutions's NBSD Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in Neuberger Short Duration Income ETF (NBSD) in Q2 2026: 4,450 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #480 among its holdings.

67 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

Evergreen Wealth Solutions held 4,450 shares of Neuberger Short Duration Income ETF worth $226K as of Q2 2026.
Neuberger Short Duration Income ETF was a new Evergreen Wealth Solutions position in Q2 2026.
Neuberger Short Duration Income ETF made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #480 holding.
67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.