SWP
NBSD

Sagespring Wealth Partners’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Sagespring Wealth Partners’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 		$312K Sell
6,183
-5,174
-46% -$263K ﹤0.01% 677
2026
Q1 		$576K Buy
11,357
+128
+1% +$6.55K 0.01% 463
2025
Q4 		$575K Buy
+11,229
New +$575K 0.01% 436

Other funds holding NBSD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RSWA
Robinson Smith Wealth Advisors South Portland, Maine $167M AUM 21.12% 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
RA
Rubicon Advisors Redding, California $137M AUM
MF
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

Sagespring Wealth Partners's NBSD Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Neuberger Short Duration Income ETF (NBSD) stake by 46% in Q2 2026, selling an estimated $263K and leaving 6,183 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Sagespring Wealth Partners first reported a position in NBSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $576K in Q1 2026. 22 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

  • Sagespring Wealth Partners held 6,183 shares of Neuberger Short Duration Income ETF worth $312K as of Q2 2026.
  • Sagespring Wealth Partners sold 5,174 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $263K.
  • Neuberger Short Duration Income ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #677 holding.
  • Sagespring Wealth Partners first reported a position in Neuberger Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Sagespring Wealth Partners's Neuberger Short Duration Income ETF position peaked at $576K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.