RJA
NBSD

Raymond James & Associates’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Raymond James & Associates’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
2024
Q3 		$6.71M Buy
129,807
+6,233
+5% +$317K ﹤0.01% 1455
2024
Q2 		$6.17M Buy
+123,574
New +$6.2M ﹤0.01% 1439

Other funds holding NBSD

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James & Associates's NBSD Position: Q3 2024 in Review

Raymond James & Associates increased its Neuberger Short Duration Income ETF (NBSD) stake by 5% in Q3 2024, buying an estimated $317K and bringing the position to 129,807 shares worth $6.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Raymond James & Associates first reported a position in NBSD in Q2 2024 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold NBSD as of Q3 2024.

  • Raymond James & Associates held 129,807 shares of Neuberger Short Duration Income ETF worth $6.71M as of Q3 2024.
  • Raymond James & Associates bought 6,233 Neuberger Short Duration Income ETF shares in Q3 2024, an estimated $317K.
  • Neuberger Short Duration Income ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1455 holding.
  • Raymond James & Associates first reported a position in Neuberger Short Duration Income ETF in Q2 2024 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.