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 Q3	–	Sell	-4,000	Closed	-$202K	–	480
2026 Q2	$202K	Hold	4,000	–	–	0.02%	404
2026 Q1	$203K	Hold	4,000	–	–	0.02%	359
2025 Q4	$205K	Buy	+4,000	New	+$205K	0.02%	356

Other funds holding NBSD

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Robinson Smith Wealth Advisors South Portland, Maine $164M AUM 14.41% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Mayfair Advisory Group Birmingham, Alabama $345M AUM 16.1% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

NWF Advisory Services's NBSD Position: Q3 2026 in Review

NWF Advisory Services sold out of Neuberger Short Duration Income ETF (NBSD) in Q3 2026, closing a stake of 4,000 shares — an estimated $202K sold.

NWF Advisory Services first reported a position in NBSD in Q4 2025 and held it in 3 quarters. The position peaked at $205K in Q4 2025. 10 funds tracked by Wall St. Rank hold NBSD as of Q3 2026.

NWF Advisory Services reported no remaining Neuberger Short Duration Income ETF position as of Q3 2026 after selling out during the quarter.
NWF Advisory Services sold 4,000 Neuberger Short Duration Income ETF shares in Q3 2026, an estimated $202K.
NWF Advisory Services first reported a position in Neuberger Short Duration Income ETF in Q4 2025 and held it in 3 quarters.
NWF Advisory Services's Neuberger Short Duration Income ETF position peaked at $205K in Q4 2025.
10 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.