Stifel Financial
NBSD

Stifel Financial’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Stifel Financial’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 		$1.96M Buy
38,682
+7,242
+23% +$370K ﹤0.01% 1975
2025
Q4 		$1.61M Buy
31,440
+24,381
+345% +$1.25M ﹤0.01% 2090
2025
Q3 		$361K Buy
+7,059
New +$361K ﹤0.01% 3006

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

Stifel Financial's NBSD Position: Q1 2026 in Review

Stifel Financial increased its Neuberger Short Duration Income ETF (NBSD) stake by 23% in Q1 2026, buying an estimated $370K and bringing the position to 38,682 shares worth $1.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

Stifel Financial first reported a position in NBSD in Q3 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold NBSD as of Q1 2026.

  • Stifel Financial held 38,682 shares of Neuberger Short Duration Income ETF worth $1.96M as of Q1 2026.
  • Stifel Financial bought 7,242 Neuberger Short Duration Income ETF shares in Q1 2026, an estimated $370K.
  • Neuberger Short Duration Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1975 holding.
  • Stifel Financial first reported a position in Neuberger Short Duration Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.