HAG
NBSD

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

HighPoint 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
Q2 		$3.95M Sell
78,269
-7,653
-9% -$388K 0.14% 139
2026
Q1 		$4.36M Buy
85,922
+6,668
+8% +$341K 0.18% 114
2025
Q4 		$4.06M Buy
+79,254
New +$4.06M 0.09% 205

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

HighPoint Advisor Group's NBSD Position: Q2 2026 in Review

HighPoint Advisor Group reduced its Neuberger Short Duration Income ETF (NBSD) stake by 8.9% in Q2 2026, selling an estimated $388K and leaving 78,269 shares worth $3.95M. The position accounts for 0.14% of the portfolio, ranked #139.

HighPoint Advisor Group first reported a position in NBSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.36M in Q1 2026. 67 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

  • HighPoint Advisor Group held 78,269 shares of Neuberger Short Duration Income ETF worth $3.95M as of Q2 2026.
  • HighPoint Advisor Group sold 7,653 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $388K.
  • Neuberger Short Duration Income ETF made up 0.14% of HighPoint Advisor Group's portfolio in Q2 2026, its #139 holding.
  • HighPoint Advisor Group first reported a position in Neuberger Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
  • HighPoint Advisor Group's Neuberger Short Duration Income ETF position peaked at $4.36M in Q1 2026.
  • 67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.