Steward Partners Investment Advisory’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Steward Partners Investment Advisory’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	$7.15M	Buy	140,907 +21,074	+18%	+$1.08M	0.04%	411
2025 Q4	$6.13M	Sell	119,833 -9,154	-7%	-$469K	0.03%	421
2025 Q3	$6.6M	Buy	128,987 +17,084	+15%	+$873K	0.04%	400
2025 Q2	$5.7M	Buy	111,903 +7,252	+7%	+$368K	0.04%	391
2025 Q1	$5.33M	Buy	104,651 +103,702	+10,928%	+$5.28M	0.05%	378
2024 Q4	$48.1K	Buy	949 +750	+377%	+$38.1K	﹤0.01%	2359
2024 Q3	$10.3K	Hold	199	–	–	﹤0.01%	2937
2024 Q2	$9.94K	Buy	+199	New	+$9.99K	﹤0.01%	2822

Other funds holding NBSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Steward Partners Investment Advisory's NBSD Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Neuberger Short Duration Income ETF (NBSD) stake by 18% in Q1 2026, buying an estimated $1.08M and bringing the position to 140,907 shares worth $7.15M. The position accounts for 0.04% of the portfolio, ranked #411.

Steward Partners Investment Advisory first reported a position in NBSD in Q2 2024 and has held it in 8 quarters since. 68 funds tracked by Wall St. Rank hold NBSD as of Q1 2026.

Steward Partners Investment Advisory held 140,907 shares of Neuberger Short Duration Income ETF worth $7.15M as of Q1 2026.
Steward Partners Investment Advisory bought 21,074 Neuberger Short Duration Income ETF shares in Q1 2026, an estimated $1.08M.
Neuberger Short Duration Income ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #411 holding.
Steward Partners Investment Advisory first reported a position in Neuberger Short Duration Income ETF in Q2 2024 and has held it in 8 quarters since.
68 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.