Gladstone Institutional Advisory’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Gladstone Institutional Advisory’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	$352K	Buy	6,969 +810	+13%	+$41.1K	0.01%	697
2026 Q1	$312K	Sell	6,159 -427	-6%	-$21.8K	0.01%	655
2025 Q4	$337K	Buy	+6,586	New	+$337K	0.01%	605

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

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

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 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

Gladstone Institutional Advisory's NBSD Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Neuberger Short Duration Income ETF (NBSD) stake by 13% in Q2 2026, buying an estimated $41.1K and bringing the position to 6,969 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #697.

Gladstone Institutional Advisory first reported a position in NBSD in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

Gladstone Institutional Advisory held 6,969 shares of Neuberger Short Duration Income ETF worth $352K as of Q2 2026.
Gladstone Institutional Advisory bought 810 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $41.1K.
Neuberger Short Duration Income ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #697 holding.
Gladstone Institutional Advisory first reported a position in Neuberger Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.