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 Q2	$1.87M	Sell	36,973 -1,709	-4%	-$86.7K	﹤0.01%	2142
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stifel Financial's NBSD Position: Q2 2026 in Review

Stifel Financial reduced its Neuberger Short Duration Income ETF (NBSD) stake by 4.4% in Q2 2026, selling an estimated $86.7K and leaving 36,973 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2142.

Stifel Financial first reported a position in NBSD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.96M in Q1 2026. 67 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

Stifel Financial held 36,973 shares of Neuberger Short Duration Income ETF worth $1.87M as of Q2 2026.
Stifel Financial sold 1,709 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $86.7K.
Neuberger Short Duration Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2142 holding.
Stifel Financial first reported a position in Neuberger Short Duration Income ETF in Q3 2025 and has held it in 4 quarters since.
Stifel Financial's Neuberger Short Duration Income ETF position peaked at $1.96M in Q1 2026.
67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.