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

Kestra Private Wealth 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
2024 Q4	–	Sell	-4,397	Closed	-$227K	–	1504
2024 Q3	$227K	Buy	4,397 +50	+1%	+$2.54K	﹤0.01%	1213
2024 Q2	$217K	Buy	+4,347	New	+$218K	﹤0.01%	1203

Other funds holding NBSD

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Private Wealth Services's NBSD Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of Neuberger Short Duration Income ETF (NBSD) in Q4 2024, closing a stake of 4,397 shares — an estimated $227K sold.

Kestra Private Wealth Services first reported a position in NBSD in Q2 2024 and held it in 2 quarters. The position peaked at $227K in Q3 2024. 9 funds tracked by Wall St. Rank hold NBSD as of Q4 2024.

Kestra Private Wealth Services reported no remaining Neuberger Short Duration Income ETF position as of Q4 2024 after selling out during the quarter.
Kestra Private Wealth Services sold 4,397 Neuberger Short Duration Income ETF shares in Q4 2024, an estimated $227K.
Kestra Private Wealth Services first reported a position in Neuberger Short Duration Income ETF in Q2 2024 and held it in 2 quarters.
Kestra Private Wealth Services's Neuberger Short Duration Income ETF position peaked at $227K in Q3 2024.
9 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q4 2024.

Based on Kestra Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.