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

NewEdge 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	$3.23M	Buy	63,666 +11,050	+21%	+$565K	0.01%	872
2025 Q4	$2.69M	Sell	52,616 -18,705	-26%	-$958K	0.01%	922
2025 Q3	$3.65M	Buy	71,321 +54,154	+315%	+$2.77M	0.02%	751
2025 Q2	$875K	Buy	17,167 +2,998	+21%	+$152K	﹤0.01%	1367
2025 Q1	$722K	Buy	+14,169	New	+$721K	﹤0.01%	1372

Other funds holding NBSD

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

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

NewEdge Advisors's NBSD Position: Q1 2026 in Review

NewEdge Advisors increased its Neuberger Short Duration Income ETF (NBSD) stake by 21% in Q1 2026, buying an estimated $565K and bringing the position to 63,666 shares worth $3.23M. The position accounts for 0.01% of the portfolio, ranked #872.

NewEdge Advisors first reported a position in NBSD in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.65M in Q3 2025. 68 funds tracked by Wall St. Rank hold NBSD as of Q1 2026.

NewEdge Advisors held 63,666 shares of Neuberger Short Duration Income ETF worth $3.23M as of Q1 2026.
NewEdge Advisors bought 11,050 Neuberger Short Duration Income ETF shares in Q1 2026, an estimated $565K.
Neuberger Short Duration Income ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #872 holding.
NewEdge Advisors first reported a position in Neuberger Short Duration Income ETF in Q1 2025 and has held it in 5 quarters since.
NewEdge Advisors's Neuberger Short Duration Income ETF position peaked at $3.65M in Q3 2025.
68 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.