Paulson Wealth Management
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Paulson Wealth Management’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Paulson Wealth Management’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
-6,462
Closed -$326K – 150
2026
Q2 		$326K Sell
6,462
-277,328
-98% -$14.1M 0.07% 113
2026
Q1 		$14.4M Buy
283,790
+37,823
+15% +$1.93M 3.37% 7
2025
Q4 		$12.6M Buy
245,967
+27,040
+12% +$1.38M 2.91% 8
2025
Q3 		$11.2M Buy
218,927
+19,532
+10% +$998K 2.65% 9
2025
Q2 		$10.2M Buy
+199,395
New +$10.1M 2.63% 9

Other funds holding NBSD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Francis Financial
Francis Financial $642M AUM 10.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Round Rock Advisors
Round Rock Advisors Wilton, Connecticut $732M AUM 27.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Paulson Wealth Management's NBSD Position: Q3 2026 in Review

Paulson Wealth Management sold out of Neuberger Short Duration Income ETF (NBSD) in Q3 2026, closing a stake of 6,462 shares — an estimated $326K sold.

Paulson Wealth Management first reported a position in NBSD in Q2 2025 and held it in 5 quarters. The position peaked at $14.4M in Q1 2026. 55 funds tracked by Wall St. Rank hold NBSD as of Q3 2026.

  • Paulson Wealth Management reported no remaining Neuberger Short Duration Income ETF position as of Q3 2026 after selling out during the quarter.
  • Paulson Wealth Management sold 6,462 Neuberger Short Duration Income ETF shares in Q3 2026, an estimated $326K.
  • Paulson Wealth Management first reported a position in Neuberger Short Duration Income ETF in Q2 2025 and held it in 5 quarters.
  • Paulson Wealth Management's Neuberger Short Duration Income ETF position peaked at $14.4M in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q3 2026.

Based on Paulson Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.