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
Q2 		$20.5M Buy
406,288
+18,391
+5% +$933K 0.13% 154
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 $1.89T 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
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
RRA
Round Rock Advisors Wilton, Connecticut $776M AUM 39.53% 1-Year Est. Return

Integrated Wealth Concepts's NBSD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Neuberger Short Duration Income ETF (NBSD) stake by 4.7% in Q2 2026, buying an estimated $933K and bringing the position to 406,288 shares worth $20.5M. The position accounts for 0.13% of the portfolio, ranked #154.

Integrated Wealth Concepts first reported a position in NBSD in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

  • Integrated Wealth Concepts held 406,288 shares of Neuberger Short Duration Income ETF worth $20.5M as of Q2 2026.
  • Integrated Wealth Concepts bought 18,391 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $933K.
  • Neuberger Short Duration Income ETF made up 0.13% of Integrated Wealth Concepts's portfolio in Q2 2026, its #154 holding.
  • Integrated Wealth Concepts first reported a position in Neuberger Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.