IBEX Wealth Advisors’s Neuberger Core Equity ETF NBCR Stock Holding History

IBEX Wealth Advisors’s Portfolio NBCR Stock Details NBCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$494K	Sell	14,786 -316	-2%	-$10.3K	0.04%	158
2026 Q1	$448K	Sell	15,102 -5,612	-27%	-$175K	0.04%	160
2025 Q4	$653K	Buy	+20,714	New	+$649K	0.06%	112

Other funds holding NBCR

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

IBEX Wealth Advisors's NBCR Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its Neuberger Core Equity ETF (NBCR) stake by 2.1% in Q2 2026, selling an estimated $10.3K and leaving 14,786 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #158.

IBEX Wealth Advisors first reported a position in NBCR in Q4 2025 and has held it in 3 quarters since. The position peaked at $653K in Q4 2025. 16 funds tracked by Wall St. Rank hold NBCR as of Q2 2026.

IBEX Wealth Advisors held 14,786 shares of Neuberger Core Equity ETF worth $494K as of Q2 2026.
IBEX Wealth Advisors sold 316 Neuberger Core Equity ETF shares in Q2 2026, an estimated $10.3K.
Neuberger Core Equity ETF made up 0.04% of IBEX Wealth Advisors's portfolio in Q2 2026, its #158 holding.
IBEX Wealth Advisors first reported a position in Neuberger Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
IBEX Wealth Advisors's Neuberger Core Equity ETF position peaked at $653K in Q4 2025.
16 funds tracked by Wall St. Rank held Neuberger Core Equity ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.