GVAG
NBSD

Great Valley Advisor Group’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Great Valley Advisor Group’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 		$978K Sell
19,292
-18,848
-49% -$964K 0.02% 514
2025
Q4 		$1.95M Buy
+38,140
New +$1.95M 0.04% 344

Other funds holding NBSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Great Valley Advisor Group's NBSD Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Neuberger Short Duration Income ETF (NBSD) stake by 49% in Q1 2026, selling an estimated $964K and leaving 19,292 shares worth $978K. The position accounts for 0.02% of the portfolio, ranked #514.

Great Valley Advisor Group first reported a position in NBSD in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.95M in Q4 2025. 68 funds tracked by Wall St. Rank hold NBSD as of Q1 2026.

  • Great Valley Advisor Group held 19,292 shares of Neuberger Short Duration Income ETF worth $978K as of Q1 2026.
  • Great Valley Advisor Group sold 18,848 Neuberger Short Duration Income ETF shares in Q1 2026, an estimated $964K.
  • Neuberger Short Duration Income ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #514 holding.
  • Great Valley Advisor Group first reported a position in Neuberger Short Duration Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Great Valley Advisor Group's Neuberger Short Duration Income ETF position peaked at $1.95M in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.