J.W. Cole Advisors’s Neuberger Short Duration Income ETF NBSD Stock Holding History

J.W. Cole Advisors’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	$4.19M	Buy	+83,024	New	+$4.21M	0.07%	280
2026 Q1	–	Sell	-67,287	Closed	-$3.44M	–	1517
2025 Q4	$3.44M	Sell	67,287 -473	-0.7%	-$24.2K	0.08%	240
2025 Q3	$3.47M	Buy	67,760 +63,827	+1,623%	+$3.26M	0.07%	283
2025 Q2	$200K	Buy	+3,933	New	+$200K	﹤0.01%	1359

Other funds holding NBSD

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RSWA

Robinson Smith Wealth Advisors South Portland, Maine $167M AUM 21.12% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Rubicon Advisors Redding, California $137M AUM

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

J.W. Cole Advisors's NBSD Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Neuberger Short Duration Income ETF (NBSD) in Q2 2026: 83,024 shares worth $4.19M. The stake represents 0.07% of the portfolio and ranks #280 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in NBSD as recently as Q4 2025.

J.W. Cole Advisors first reported a position in NBSD in Q2 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

J.W. Cole Advisors held 83,024 shares of Neuberger Short Duration Income ETF worth $4.19M as of Q2 2026.
Neuberger Short Duration Income ETF was a new J.W. Cole Advisors position in Q2 2026.
Neuberger Short Duration Income ETF made up 0.07% of J.W. Cole Advisors's portfolio in Q2 2026, its #280 holding.
J.W. Cole Advisors first reported a position in Neuberger Short Duration Income ETF in Q2 2025 and has held it in 4 quarters since.
22 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.