Kestra Advisory Services’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Kestra Advisory Services’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	$1.43M	Sell	28,228 -9,517	-25%	-$483K	﹤0.01%	1580
2026 Q1	$1.91M	Buy	37,745 +4,850	+15%	+$248K	0.01%	1331
2025 Q4	$1.68M	Buy	32,895 +4,713	+17%	+$241K	0.01%	1316
2025 Q3	$1.44M	Buy	28,182 +10,682	+61%	+$546K	0.01%	1353
2025 Q2	$891K	Buy	+17,500	New	+$889K	﹤0.01%	1557
2024 Q4	–	Sell	-3,925	Closed	-$203K	–	2842
2024 Q3	$203K	Buy	+3,925	New	+$199K	﹤0.01%	2367

Other funds holding NBSD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Kestra Advisory Services's NBSD Position: Q2 2026 in Review

Kestra Advisory Services reduced its Neuberger Short Duration Income ETF (NBSD) stake by 25% in Q2 2026, selling an estimated $483K and leaving 28,228 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Kestra Advisory Services first reported a position in NBSD in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.91M in Q1 2026. 67 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

Kestra Advisory Services held 28,228 shares of Neuberger Short Duration Income ETF worth $1.43M as of Q2 2026.
Kestra Advisory Services sold 9,517 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $483K.
Neuberger Short Duration Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1580 holding.
Kestra Advisory Services first reported a position in Neuberger Short Duration Income ETF in Q3 2024 and has held it in 6 quarters since.
Kestra Advisory Services's Neuberger Short Duration Income ETF position peaked at $1.91M in Q1 2026.
67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.