JG
NBSD

Joel Greenblatt’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Joel Greenblatt’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 		$1.99M Hold
39,338
– – ﹤0.01% 1151
2026
Q1 		$1.99M Sell
39,338
-389
-1% -$19.9K 0.01% 1111
2025
Q4 		$2.03M Buy
+39,727
New +$2.03M 0.01% 1033

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

Joel Greenblatt's NBSD Position: Q2 2026 in Review

Joel Greenblatt held its Neuberger Short Duration Income ETF (NBSD) position steady in Q2 2026 at 39,338 shares worth $1.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Joel Greenblatt first reported a position in NBSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.03M in Q4 2025. 67 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

  • Joel Greenblatt held 39,338 shares of Neuberger Short Duration Income ETF worth $1.99M as of Q2 2026.
  • Joel Greenblatt left its Neuberger Short Duration Income ETF share count unchanged in Q2 2026.
  • Neuberger Short Duration Income ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1151 holding.
  • Joel Greenblatt first reported a position in Neuberger Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Joel Greenblatt's Neuberger Short Duration Income ETF position peaked at $2.03M in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.