NBSD — NEUBERGER SHORT DURATION INCOM
As of Q2 2026, 7 SEC-registered investment managers reported holding NBSD (NEUBERGER SHORT DURATION INCOM) in their latest 13F filings, with a combined reported value of $373.17M across 7.39M shares. That is +31.4% by share count (+1.77M shares) versus the previous quarter, while reported value moved +30.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 3 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 5.20M | $262.43M | 0.01% | Add |
| Bank of America Corp history | 1.74M | $88.04M | 0.01% | Add |
| UBS Group AG history | 318.93K | $16.11M | 0.00% | Add |
| Citadel Advisors history | 84.81K | $4.28M | 0.00% | Reduce |
| Goldman Sachs Group history | 44.54K | $2.25M | 0.00% | New |
| Wells Fargo & Co history | 1.21K | $61.16K | 0.00% | New |
| JPMorgan Chase & Co history | 35 | $1.77K | 0.00% | New |
Q1 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.99M | $202.40M | 0.01% | Add |
| Bank of America Corp history | 1.19M | $60.14M | 0.00% | Add |
| UBS Group AG history | 316.05K | $16.03M | 0.00% | New |
| Citadel Advisors history | 127.92K | $6.49M | 0.00% | Add |
Q4 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.47M | $126.21M | 0.01% | Add |
| Bank of America Corp history | 719.10K | $36.81M | 0.00% | Add |
| Citadel Advisors history | 30.09K | $1.54M | 0.00% | Add |
Q3 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 526.64K | $26.94M | 0.00% | Add |
| Bank of America Corp history | 122.07K | $6.25M | 0.00% | New |
| Citadel Advisors history | 12.83K | $656.38K | 0.00% | New |
| Goldman Sachs Group history | 5.68K | $290.38K | 0.00% | Reduce |
Q2 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 44.90K | $2.29M | 0.00% | New |
| Morgan Stanley history | 4 | $204 | 0.00% | Hold |
Q1 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 4 | $204 | 0.00% | Hold |
New Positions (Q2 2026)
- Goldman Sachs Group 44.54K sh · $2.25M
- Wells Fargo & Co 1.21K sh · $61.16K
- JPMorgan Chase & Co 35 sh · $1.77K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 5.20M | 3.99M | 2.47M | 526.64K | 4 | 4 | 4 | 12 | 12 |
| Bank of America Corp | 1.74M | 1.19M | 719.10K | 122.07K | — | — | — | — | — |
| UBS Group AG | 318.93K | 316.05K | — | — | — | — | — | — | 1.05K |
| Citadel Advisors | 84.81K | 127.92K | 30.09K | 12.83K | — | — | — | — | — |
| Goldman Sachs Group | 44.54K | — | — | 5.68K | 44.90K | — | — | — | — |
| Wells Fargo & Co | 1.21K | — | — | — | — | — | — | — | 9.10K |
| JPMorgan Chase & Co | 35 | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details