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

YHB 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	$4.54M	Buy	89,929 +10,728	+14%	+$544K	0.29%	86
2026 Q1	$4.02M	Buy	79,201 +31,345	+65%	+$1.6M	0.29%	86
2025 Q4	$2.45M	Buy	+47,856	New	+$2.45M	0.17%	108
2025 Q3	–	Sell	-9,664	Closed	-$492K	–	311
2025 Q2	$492K	Buy	+9,664	New	+$491K	0.04%	212

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 40.08% 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

IWC

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 $59.8B AUM 29.42% 1-Year Est. Return

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

YHB Investment Advisors increased its Neuberger Short Duration Income ETF (NBSD) stake by 14% in Q2 2026, buying an estimated $544K and bringing the position to 89,929 shares worth $4.54M. The position accounts for 0.29% of the portfolio, ranked #86.

YHB Investment Advisors first reported a position in NBSD in Q2 2025 and has held it in 4 quarters since. 67 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

YHB Investment Advisors held 89,929 shares of Neuberger Short Duration Income ETF worth $4.54M as of Q2 2026.
YHB Investment Advisors bought 10,728 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $544K.
Neuberger Short Duration Income ETF made up 0.29% of YHB Investment Advisors's portfolio in Q2 2026, its #86 holding.
YHB Investment Advisors first reported a position in Neuberger Short Duration Income ETF in Q2 2025 and has held it in 4 quarters since.
67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.