Rockefeller Capital Management
NBSD

Rockefeller Capital Management’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Rockefeller Capital Management’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 		$1.45M Buy
28,648
+18,963
+196% +$962K ﹤0.01% 1525
2026
Q1 		$491K Buy
+9,685
New +$495K ﹤0.01% 1986

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Rockefeller Capital Management's NBSD Position: Q2 2026 in Review

Rockefeller Capital Management increased its Neuberger Short Duration Income ETF (NBSD) stake by 196% in Q2 2026, buying an estimated $962K and bringing the position to 28,648 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Rockefeller Capital Management first reported a position in NBSD in Q1 2026 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

  • Rockefeller Capital Management held 28,648 shares of Neuberger Short Duration Income ETF worth $1.45M as of Q2 2026.
  • Rockefeller Capital Management bought 18,963 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $962K.
  • Neuberger Short Duration Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1525 holding.
  • Rockefeller Capital Management first reported a position in Neuberger Short Duration Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.