Jones Financial Companies
NBSD

Jones Financial Companies’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Jones Financial Companies’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 		$2.68M Buy
52,979
+50,837
+2,373% +$2.6M ﹤0.01% 1308
2025
Q4 		$110K Buy
+2,142
New +$110K ﹤0.01% 2186

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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

Jones Financial Companies's NBSD Position: Q1 2026 in Review

Jones Financial Companies increased its Neuberger Short Duration Income ETF (NBSD) stake by 2,373% in Q1 2026, buying an estimated $2.6M and bringing the position to 52,979 shares worth $2.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Jones Financial Companies first reported a position in NBSD in Q4 2025 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold NBSD as of Q1 2026.

  • Jones Financial Companies held 52,979 shares of Neuberger Short Duration Income ETF worth $2.68M as of Q1 2026.
  • Jones Financial Companies bought 50,837 Neuberger Short Duration Income ETF shares in Q1 2026, an estimated $2.6M.
  • Neuberger Short Duration Income ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1308 holding.
  • Jones Financial Companies first reported a position in Neuberger Short Duration Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.