Gladstone Institutional Advisory
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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
Q3 		$321K Sell
6,447
-522
-7% -$26.3K 0.01% 794
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
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Francis Financial
Francis Financial $642M AUM 10.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Round Rock Advisors
Round Rock Advisors Wilton, Connecticut $732M AUM 27.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Gladstone Institutional Advisory's NBSD Position: Q3 2026 in Review

Gladstone Institutional Advisory reduced its Neuberger Short Duration Income ETF (NBSD) stake by 7.5% in Q3 2026, selling an estimated $26.3K and leaving 6,447 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #794.

Gladstone Institutional Advisory first reported a position in NBSD in Q4 2025 and has held it in 4 quarters since. The position peaked at $352K in Q2 2026. 55 funds tracked by Wall St. Rank hold NBSD as of Q3 2026.

  • Gladstone Institutional Advisory held 6,447 shares of Neuberger Short Duration Income ETF worth $321K as of Q3 2026.
  • Gladstone Institutional Advisory sold 522 Neuberger Short Duration Income ETF shares in Q3 2026, an estimated $26.3K.
  • Neuberger Short Duration Income ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #794 holding.
  • Gladstone Institutional Advisory first reported a position in Neuberger Short Duration Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Gladstone Institutional Advisory's Neuberger Short Duration Income ETF position peaked at $352K in Q2 2026.
  • 55 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.