Osaic Holdings’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Osaic Holdings’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	$12.8M	Buy	252,485 +32,301	+15%	+$1.64M	0.02%	882
2026 Q1	$11.2M	Buy	220,184 +18,285	+9%	+$935K	0.02%	843
2025 Q4	$10.3M	Buy	201,899 +88,509	+78%	+$4.53M	0.02%	917
2025 Q3	$5.8M	Buy	+113,390	New	+$5.79M	0.01%	1362

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

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

Osaic Holdings's NBSD Position: Q2 2026 in Review

Osaic Holdings increased its Neuberger Short Duration Income ETF (NBSD) stake by 15% in Q2 2026, buying an estimated $1.64M and bringing the position to 252,485 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #882.

Osaic Holdings first reported a position in NBSD in Q3 2025 and has held it in 4 quarters since. 67 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

Osaic Holdings held 252,485 shares of Neuberger Short Duration Income ETF worth $12.8M as of Q2 2026.
Osaic Holdings bought 32,301 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $1.64M.
Neuberger Short Duration Income ETF made up 0.02% of Osaic Holdings's portfolio in Q2 2026, its #882 holding.
Osaic Holdings first reported a position in Neuberger Short Duration Income ETF in Q3 2025 and has held it in 4 quarters since.
67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.