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 Q3	$1.47M	Buy	29,505 +1,277	+5%	+$64.4K	﹤0.01%	1680
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Robinson Smith Wealth Advisors South Portland, Maine $164M AUM 14.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Rubicon Advisors Redding, California $144M AUM 19.21% 1-Year Est. Return

Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Kestra Advisory Services's NBSD Position: Q3 2026 in Review

Kestra Advisory Services increased its Neuberger Short Duration Income ETF (NBSD) stake by 4.5% in Q3 2026, buying an estimated $64.4K and bringing the position to 29,505 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

Kestra Advisory Services first reported a position in NBSD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.91M in Q1 2026. 24 funds tracked by Wall St. Rank hold NBSD as of Q3 2026.

Kestra Advisory Services held 29,505 shares of Neuberger Short Duration Income ETF worth $1.47M as of Q3 2026.
Kestra Advisory Services bought 1,277 Neuberger Short Duration Income ETF shares in Q3 2026, an estimated $64.4K.
Neuberger Short Duration Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1680 holding.
Kestra Advisory Services first reported a position in Neuberger Short Duration Income ETF in Q3 2024 and has held it in 7 quarters since.
Kestra Advisory Services's Neuberger Short Duration Income ETF position peaked at $1.91M in Q1 2026.
24 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.