KPWS
NMB

Kestra Private Wealth Services’s Simplify National Muni Bond ETF NMB Stock Holding History

Kestra Private Wealth Services’s Portfolio NMB Stock Details NMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,914
Closed -$298K – 1895
2025
Q4 		$298K Buy
11,914
+520
+5% +$13.2K ﹤0.01% 1431
2025
Q3 		$287K Buy
+11,394
New +$280K ﹤0.01% 1390

Other funds holding NMB

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Private Wealth Services's NMB Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Simplify National Muni Bond ETF (NMB) in Q1 2026, closing a stake of 11,914 shares — an estimated $298K sold.

Kestra Private Wealth Services first reported a position in NMB in Q3 2025 and held it in 2 quarters. The position peaked at $298K in Q4 2025. 5 funds tracked by Wall St. Rank hold NMB as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining Simplify National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 11,914 Simplify National Muni Bond ETF shares in Q1 2026, an estimated $298K.
  • Kestra Private Wealth Services first reported a position in Simplify National Muni Bond ETF in Q3 2025 and held it in 2 quarters.
  • Kestra Private Wealth Services's Simplify National Muni Bond ETF position peaked at $298K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Simplify National Muni Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.