Robinson Smith Wealth Advisors’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Robinson Smith Wealth Advisors’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	$5.23M	Sell	103,592 -7,060	-6%	-$358K	3.13%	8
2026 Q1	$5.61M	Buy	110,652 +10,802	+11%	+$552K	3.8%	6
2025 Q4	$5.11M	Buy	99,850 +4,781	+5%	+$245K	3.49%	6
2025 Q3	$4.86M	Buy	95,069 +90,614	+2,034%	+$4.63M	3.49%	6
2025 Q2	$227K	Buy	+4,455	New	+$226K	0.18%	76

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

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

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Robinson Smith Wealth Advisors's NBSD Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its Neuberger Short Duration Income ETF (NBSD) stake by 6.4% in Q2 2026, selling an estimated $358K and leaving 103,592 shares worth $5.23M. The position accounts for 3.13% of the portfolio, ranked #8.

Robinson Smith Wealth Advisors first reported a position in NBSD in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.61M in Q1 2026. 22 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

Robinson Smith Wealth Advisors held 103,592 shares of Neuberger Short Duration Income ETF worth $5.23M as of Q2 2026.
Robinson Smith Wealth Advisors sold 7,060 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $358K.
Neuberger Short Duration Income ETF made up 3.13% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Robinson Smith Wealth Advisors first reported a position in Neuberger Short Duration Income ETF in Q2 2025 and has held it in 5 quarters since.
Robinson Smith Wealth Advisors's Neuberger Short Duration Income ETF position peaked at $5.61M in Q1 2026.
22 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.