LPL Financial
NBSD

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

LPL Financial’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 		$81M Buy
1,597,264
+304,975
+24% +$15.6M 0.02% 685
2025
Q4 		$66.1M Buy
1,292,289
+229,531
+22% +$11.8M 0.02% 741
2025
Q3 		$54.4M Buy
1,062,758
+414,555
+64% +$21.2M 0.02% 808
2025
Q2 		$33M Buy
648,203
+409,522
+172% +$20.8M 0.01% 968
2025
Q1 		$12.2M Buy
238,681
+150,830
+172% +$7.68M ﹤0.01% 1472
2024
Q4 		$4.46M Buy
87,851
+76,592
+680% +$3.89M ﹤0.01% 2167
2024
Q3 		$582K Buy
11,259
+713
+7% +$36.2K ﹤0.01% 3866
2024
Q2 		$527K Buy
+10,546
New +$529K ﹤0.01% 3831

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
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
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

LPL Financial's NBSD Position: Q1 2026 in Review

LPL Financial increased its Neuberger Short Duration Income ETF (NBSD) stake by 24% in Q1 2026, buying an estimated $15.6M and bringing the position to 1,597,264 shares worth $81M. The position accounts for 0.02% of the portfolio, ranked #685.

LPL Financial first reported a position in NBSD in Q2 2024 and has held it in 8 quarters since. 68 funds tracked by Wall St. Rank hold NBSD as of Q1 2026.

  • LPL Financial held 1,597,264 shares of Neuberger Short Duration Income ETF worth $81M as of Q1 2026.
  • LPL Financial bought 304,975 Neuberger Short Duration Income ETF shares in Q1 2026, an estimated $15.6M.
  • Neuberger Short Duration Income ETF made up 0.02% of LPL Financial's portfolio in Q1 2026, its #685 holding.
  • LPL Financial first reported a position in Neuberger Short Duration Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 68 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.