Francis Financial’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Francis Financial’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 Q1	$22.8M	Buy	+449,307	New	+$23M	4.22%	7

Other funds holding NBSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PWM

Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return

RRA

Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Francis Financial's NBSD Position: Q1 2026 in Review

Francis Financial opened a new position in Neuberger Short Duration Income ETF (NBSD) in Q1 2026: 449,307 shares worth $22.8M. The stake represents 4.22% of the portfolio and ranks #7 among its holdings.

67 funds tracked by Wall St. Rank hold NBSD as of Q1 2026.

Francis Financial held 449,307 shares of Neuberger Short Duration Income ETF worth $22.8M as of Q1 2026.
Neuberger Short Duration Income ETF was a new Francis Financial position in Q1 2026.
Neuberger Short Duration Income ETF made up 4.22% of Francis Financial's portfolio in Q1 2026, its #7 holding.
67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.