IWC
NBSD

Integrated Wealth Concepts’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Integrated Wealth Concepts’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 		$19.7M Buy
387,897
+378,945
+4,233% +$19.4M 0.16% 129
2025
Q4 		$458K Buy
+8,952
New +$458K 0.01% 1139

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
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
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Integrated Wealth Concepts's NBSD Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Neuberger Short Duration Income ETF (NBSD) stake by 4,233% in Q1 2026, buying an estimated $19.4M and bringing the position to 387,897 shares worth $19.7M. The position accounts for 0.16% of the portfolio, ranked #129.

Integrated Wealth Concepts first reported a position in NBSD in Q4 2025 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold NBSD as of Q1 2026.

  • Integrated Wealth Concepts held 387,897 shares of Neuberger Short Duration Income ETF worth $19.7M as of Q1 2026.
  • Integrated Wealth Concepts bought 378,945 Neuberger Short Duration Income ETF shares in Q1 2026, an estimated $19.4M.
  • Neuberger Short Duration Income ETF made up 0.16% of Integrated Wealth Concepts's portfolio in Q1 2026, its #129 holding.
  • Integrated Wealth Concepts first reported a position in Neuberger Short Duration Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.