NWF Advisory Services’s Neuberger Short Duration Income ETF NBSD Stock Holding History

NWF Advisory Services’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	$203K	Hold	4,000	–	–	0.02%	359
2025 Q4	$205K	Buy	+4,000	New	+$205K	0.02%	356

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

NWF Advisory Services's NBSD Position: Q1 2026 in Review

NWF Advisory Services held its Neuberger Short Duration Income ETF (NBSD) position steady in Q1 2026 at 4,000 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #359.

NWF Advisory Services first reported a position in NBSD in Q4 2025 and has held it in 2 quarters since. The position peaked at $205K in Q4 2025. 67 funds tracked by Wall St. Rank hold NBSD as of Q1 2026.

NWF Advisory Services held 4,000 shares of Neuberger Short Duration Income ETF worth $203K as of Q1 2026.
NWF Advisory Services left its Neuberger Short Duration Income ETF share count unchanged in Q1 2026.
Neuberger Short Duration Income ETF made up 0.02% of NWF Advisory Services's portfolio in Q1 2026, its #359 holding.
NWF Advisory Services first reported a position in Neuberger Short Duration Income ETF in Q4 2025 and has held it in 2 quarters since.
NWF Advisory Services'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 NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.