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
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 $1.66T 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
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
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Raymond James Financial's NBSD Position: Q1 2026 in Review

Raymond James Financial increased its Neuberger Short Duration Income ETF (NBSD) stake by 22% in Q1 2026, buying an estimated $12.2M and bringing the position to 1,311,180 shares worth $66.5M. The position accounts for 0.02% of the portfolio, ranked #704.

Raymond James Financial first reported a position in NBSD in Q4 2024 and has held it in 6 quarters since. 68 funds tracked by Wall St. Rank hold NBSD as of Q1 2026.

  • Raymond James Financial held 1,311,180 shares of Neuberger Short Duration Income ETF worth $66.5M as of Q1 2026.
  • Raymond James Financial bought 237,846 Neuberger Short Duration Income ETF shares in Q1 2026, an estimated $12.2M.
  • Neuberger Short Duration Income ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #704 holding.
  • Raymond James Financial first reported a position in Neuberger Short Duration Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 68 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.