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 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 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

Paulson Wealth Management's NBSD Position: Q2 2026 in Review

Paulson Wealth Management reduced its Neuberger Short Duration Income ETF (NBSD) stake by 98% in Q2 2026, selling an estimated $14.1M and leaving 6,462 shares worth $326K. The position accounts for 0.07% of the portfolio, ranked #113.

Paulson Wealth Management first reported a position in NBSD in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.4M in Q1 2026. 67 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

Paulson Wealth Management held 6,462 shares of Neuberger Short Duration Income ETF worth $326K as of Q2 2026.
Paulson Wealth Management sold 277,328 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $14.1M.
Neuberger Short Duration Income ETF made up 0.07% of Paulson Wealth Management's portfolio in Q2 2026, its #113 holding.
Paulson Wealth Management first reported a position in Neuberger Short Duration Income ETF in Q2 2025 and has held it in 5 quarters since.
Paulson Wealth Management's Neuberger Short Duration Income ETF position peaked at $14.4M in Q1 2026.
67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.