Wetzel Investment Advisors’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Wetzel Investment Advisors’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	$984K	Sell	19,484 -6,081	-24%	-$309K	0.34%	50
2026 Q1	$1.3M	Buy	25,565 +10,407	+69%	+$532K	0.52%	36
2025 Q4	$776K	Buy	15,158 +4,242	+39%	+$217K	0.31%	47
2025 Q3	$558K	Buy	10,916 +1,284	+13%	+$65.6K	0.24%	63
2025 Q2	$491K	Buy	+9,632	New	+$489K	0.22%	69

Other funds holding NBSD

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Rubicon Advisors Redding, California $137M AUM

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

Wetzel Investment Advisors's NBSD Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Neuberger Short Duration Income ETF (NBSD) stake by 24% in Q2 2026, selling an estimated $309K and leaving 19,484 shares worth $984K. The position accounts for 0.34% of the portfolio, ranked #50.

Wetzel Investment Advisors first reported a position in NBSD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.3M in Q1 2026. 22 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

Wetzel Investment Advisors held 19,484 shares of Neuberger Short Duration Income ETF worth $984K as of Q2 2026.
Wetzel Investment Advisors sold 6,081 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $309K.
Neuberger Short Duration Income ETF made up 0.34% of Wetzel Investment Advisors's portfolio in Q2 2026, its #50 holding.
Wetzel Investment Advisors first reported a position in Neuberger Short Duration Income ETF in Q2 2025 and has held it in 5 quarters since.
Wetzel Investment Advisors's Neuberger Short Duration Income ETF position peaked at $1.3M in Q1 2026.
22 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.