PWM
NBSD

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
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 $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FF
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Paulson Wealth Management's NBSD Position: Q1 2026 in Review

Paulson Wealth Management increased its Neuberger Short Duration Income ETF (NBSD) stake by 15% in Q1 2026, buying an estimated $1.93M and bringing the position to 283,790 shares worth $14.4M. The position accounts for 3.37% of the portfolio, ranked #7.

Paulson Wealth Management first reported a position in NBSD in Q2 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold NBSD as of Q1 2026.

  • Paulson Wealth Management held 283,790 shares of Neuberger Short Duration Income ETF worth $14.4M as of Q1 2026.
  • Paulson Wealth Management bought 37,823 Neuberger Short Duration Income ETF shares in Q1 2026, an estimated $1.93M.
  • Neuberger Short Duration Income ETF made up 3.37% of Paulson Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Paulson Wealth Management first reported a position in Neuberger Short Duration Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.