Morgan Stanley’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Morgan Stanley’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	$202M	Buy	3,991,298 +1,525,516	+62%	+$78M	0.01%	938
2025 Q4	$126M	Buy	2,465,782 +1,939,140	+368%	+$99.3M	0.01%	1249
2025 Q3	$26.9M	Buy	526,642 +526,638	+13,165,950%	+$26.9M	﹤0.01%	2592
2025 Q2	$204	Hold	4	–	–	﹤0.01%	7569
2025 Q1	$204	Hold	4	–	–	﹤0.01%	7471
2024 Q4	$203	Sell	4 -8	-67%	-$407	﹤0.01%	7410
2024 Q3	$620	Hold	12	–	–	﹤0.01%	7277
2024 Q2	$600	Buy	+12	New	+$602	﹤0.01%	7213

Other funds holding NBSD

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley's NBSD Position: Q1 2026 in Review

Morgan Stanley increased its Neuberger Short Duration Income ETF (NBSD) stake by 62% in Q1 2026, buying an estimated $78M and bringing the position to 3,991,298 shares worth $202M. The position accounts for 0.01% of the portfolio, ranked #938.

Morgan Stanley 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.

Morgan Stanley held 3,991,298 shares of Neuberger Short Duration Income ETF worth $202M as of Q1 2026.
Morgan Stanley bought 1,525,516 Neuberger Short Duration Income ETF shares in Q1 2026, an estimated $78M.
Neuberger Short Duration Income ETF made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #938 holding.
Morgan Stanley 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 Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.