GIA
NBSD

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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 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. 11 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.
  • 11 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.