FF
NBSD

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
Q2 		$24.9M Buy
493,314
+44,007
+10% +$2.23M 4.08% 7
2026
Q1 		$22.8M Buy
+449,307
New +$23M 4.22% 7

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
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
RRA
Round Rock Advisors Wilton, Connecticut $776M AUM 39.53% 1-Year Est. Return

Francis Financial's NBSD Position: Q2 2026 in Review

Francis Financial increased its Neuberger Short Duration Income ETF (NBSD) stake by 9.8% in Q2 2026, buying an estimated $2.23M and bringing the position to 493,314 shares worth $24.9M. The position accounts for 4.08% of the portfolio, ranked #7.

Francis Financial first reported a position in NBSD in Q1 2026 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

  • Francis Financial held 493,314 shares of Neuberger Short Duration Income ETF worth $24.9M as of Q2 2026.
  • Francis Financial bought 44,007 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $2.23M.
  • Neuberger Short Duration Income ETF made up 4.08% of Francis Financial's portfolio in Q2 2026, its #7 holding.
  • Francis Financial first reported a position in Neuberger Short Duration Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.