RRA
NBSD

Round Rock Advisors’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Round Rock 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
Q1 		$12.6M Buy
248,191
+21,356
+9% +$1.09M 1.93% 13
2025
Q4 		$11.6M Buy
226,835
+58,943
+35% +$3.02M 1.75% 15
2025
Q3 		$8.59M Buy
+167,892
New +$8.58M 1.36% 18

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Round Rock Advisors's NBSD Position: Q1 2026 in Review

Round Rock Advisors increased its Neuberger Short Duration Income ETF (NBSD) stake by 9.4% in Q1 2026, buying an estimated $1.09M and bringing the position to 248,191 shares worth $12.6M. The position accounts for 1.93% of the portfolio, ranked #13.

Round Rock Advisors first reported a position in NBSD in Q3 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold NBSD as of Q1 2026.

  • Round Rock Advisors held 248,191 shares of Neuberger Short Duration Income ETF worth $12.6M as of Q1 2026.
  • Round Rock Advisors bought 21,356 Neuberger Short Duration Income ETF shares in Q1 2026, an estimated $1.09M.
  • Neuberger Short Duration Income ETF made up 1.93% of Round Rock Advisors's portfolio in Q1 2026, its #13 holding.
  • Round Rock Advisors first reported a position in Neuberger Short Duration Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q1 2026.

Based on Round Rock Advisors's 13F filing for Q1 2026, filed 15 May 2026.