MCA
NBSD

Magnolia Capital Advisors’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Magnolia Capital Advisors’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 		– Sell
-4,000
Closed -$205K – 304
2025
Q4 		$205K Buy
+4,000
New +$205K 0.04% 258

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

Magnolia Capital Advisors's NBSD Position: Q1 2026 in Review

Magnolia Capital Advisors sold out of Neuberger Short Duration Income ETF (NBSD) in Q1 2026, closing a stake of 4,000 shares — an estimated $205K sold.

Magnolia Capital Advisors first reported a position in NBSD in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 67 funds tracked by Wall St. Rank hold NBSD as of Q1 2026.

  • Magnolia Capital Advisors reported no remaining Neuberger Short Duration Income ETF position as of Q1 2026 after selling out during the quarter.
  • Magnolia Capital Advisors sold 4,000 Neuberger Short Duration Income ETF shares in Q1 2026, an estimated $205K.
  • Magnolia Capital Advisors first reported a position in Neuberger Short Duration Income ETF in Q4 2025 and held it in 1 quarter.
  • Magnolia Capital Advisors's Neuberger Short Duration Income ETF position peaked at $205K in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.