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

Mutual 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 Q2	$3.06M	Buy	60,608 +3,723	+7%	+$189K	0.06%	309
2026 Q1	$2.88M	Buy	+56,885	New	+$2.91M	0.06%	291

Other funds holding NBSD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mutual Advisors's NBSD Position: Q2 2026 in Review

Mutual Advisors increased its Neuberger Short Duration Income ETF (NBSD) stake by 6.5% in Q2 2026, buying an estimated $189K and bringing the position to 60,608 shares worth $3.06M. The position accounts for 0.06% of the portfolio, ranked #309.

Mutual Advisors first reported a position in NBSD in Q1 2026 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

Mutual Advisors held 60,608 shares of Neuberger Short Duration Income ETF worth $3.06M as of Q2 2026.
Mutual Advisors bought 3,723 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $189K.
Neuberger Short Duration Income ETF made up 0.06% of Mutual Advisors's portfolio in Q2 2026, its #309 holding.
Mutual Advisors first reported a position in Neuberger Short Duration Income ETF in Q1 2026 and has held it in 2 quarters since.
67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.