Raymond James Financial
NBSD

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

Raymond James Financial’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 		$98.7M Buy
1,953,682
+642,502
+49% +$32.6M 0.03% 575
2026
Q1 		$66.5M Buy
1,311,180
+237,846
+22% +$12.2M 0.02% 704
2025
Q4 		$54.9M Buy
1,073,334
+278,254
+35% +$14.2M 0.02% 774
2025
Q3 		$40.7M Buy
795,080
+395,411
+99% +$20.2M 0.01% 929
2025
Q2 		$20.4M Buy
399,669
+116,155
+41% +$5.9M 0.01% 1357
2025
Q1 		$14.5M Buy
283,514
+52,231
+23% +$2.66M 0.01% 1537
2024
Q4 		$11.7M Buy
+231,283
New +$11.8M ﹤0.01% 1719

Other funds holding NBSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $776M AUM 39.53% 1-Year Est. Return

Raymond James Financial's NBSD Position: Q2 2026 in Review

Raymond James Financial increased its Neuberger Short Duration Income ETF (NBSD) stake by 49% in Q2 2026, buying an estimated $32.6M and bringing the position to 1,953,682 shares worth $98.7M. The position accounts for 0.03% of the portfolio, ranked #575.

Raymond James Financial first reported a position in NBSD in Q4 2024 and has held it in 7 quarters since. 67 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

  • Raymond James Financial held 1,953,682 shares of Neuberger Short Duration Income ETF worth $98.7M as of Q2 2026.
  • Raymond James Financial bought 642,502 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $32.6M.
  • Neuberger Short Duration Income ETF made up 0.03% of Raymond James Financial's portfolio in Q2 2026, its #575 holding.
  • Raymond James Financial first reported a position in Neuberger Short Duration Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.