Private Trust Company’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Private Trust Company’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	$30.2K	Buy	598 +198	+50%	+$10K	﹤0.01%	1598
2026 Q1	$20.3K	Hold	400	–	–	﹤0.01%	1693
2025 Q4	$20.5K	Buy	+400	New	+$20.5K	﹤0.01%	1644

Other funds holding NBSD

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RSWA

Robinson Smith Wealth Advisors South Portland, Maine $167M AUM 21.12% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Rubicon Advisors Redding, California $137M AUM

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Private Trust Company's NBSD Position: Q2 2026 in Review

Private Trust Company increased its Neuberger Short Duration Income ETF (NBSD) stake by 50% in Q2 2026, buying an estimated $10K and bringing the position to 598 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Private Trust Company first reported a position in NBSD in Q4 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

Private Trust Company held 598 shares of Neuberger Short Duration Income ETF worth $30.2K as of Q2 2026.
Private Trust Company bought 198 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $10K.
Neuberger Short Duration Income ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1598 holding.
Private Trust Company first reported a position in Neuberger Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
22 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.