RA
NBSD

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

Rubicon 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 		$2.4M Sell
47,512
-71,583
-60% -$3.63M 1.75% 17
2026
Q1 		$6.04M Buy
119,095
+39,149
+49% +$2M 5.26% 6
2025
Q4 		$4.09M Buy
+79,946
New +$4.09M 3.79% 8

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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
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

Rubicon Advisors's NBSD Position: Q2 2026 in Review

Rubicon Advisors reduced its Neuberger Short Duration Income ETF (NBSD) stake by 60% in Q2 2026, selling an estimated $3.63M and leaving 47,512 shares worth $2.4M. The position accounts for 1.75% of the portfolio, ranked #17.

Rubicon Advisors first reported a position in NBSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.04M in Q1 2026. 67 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

  • Rubicon Advisors held 47,512 shares of Neuberger Short Duration Income ETF worth $2.4M as of Q2 2026.
  • Rubicon Advisors sold 71,583 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $3.63M.
  • Neuberger Short Duration Income ETF made up 1.75% of Rubicon Advisors's portfolio in Q2 2026, its #17 holding.
  • Rubicon Advisors first reported a position in Neuberger Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Rubicon Advisors's Neuberger Short Duration Income ETF position peaked at $6.04M in Q1 2026.
  • 67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

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