Wealth Enhancement Advisory Services
NBSD

Wealth Enhancement Advisory Services’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Wealth Enhancement Advisory Services’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 		$15.1M Sell
298,048
-1,819
-0.6% -$92.3K 0.03% 524
2026
Q1 		$15.2M Sell
299,867
-147,460
-33% -$7.54M 0.03% 467
2025
Q4 		$22.9M Buy
447,327
+440,819
+6,773% +$22.6M 0.03% 444
2025
Q3 		$333K Buy
+6,508
New +$333K ﹤0.01% 2687

Other funds holding NBSD

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
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Wealth Enhancement Advisory Services's NBSD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Neuberger Short Duration Income ETF (NBSD) stake by 0.61% in Q2 2026, selling an estimated $92.3K and leaving 298,048 shares worth $15.1M. The position accounts for 0.03% of the portfolio, ranked #524.

Wealth Enhancement Advisory Services first reported a position in NBSD in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.9M in Q4 2025. 22 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 298,048 shares of Neuberger Short Duration Income ETF worth $15.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,819 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $92.3K.
  • Neuberger Short Duration Income ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #524 holding.
  • Wealth Enhancement Advisory Services first reported a position in Neuberger Short Duration Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Neuberger Short Duration Income ETF position peaked at $22.9M in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.