PS
NMB

Principal Securities’s Simplify National Muni Bond ETF NMB Stock Holding History

Principal Securities’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
Q2 		$754K Buy
30,277
+425
+1% +$10.5K 0.01% 892
2026
Q1 		$721K Buy
29,852
+16,522
+124% +$408K 0.01% 827
2025
Q4 		$333K Buy
13,330
+12,093
+978% +$307K 0.01% 1098
2025
Q3 		$31.2K Buy
1,237
+19
+2% +$467 ﹤0.01% 2198
2025
Q2 		$30.4K Buy
1,218
+218
+22% +$5.35K ﹤0.01% 2125
2025
Q1 		$24.2K Hold
1,000
– – ﹤0.01% 2107
2024
Q4 		$24.2K Buy
+1,000
New +$25.1K ﹤0.01% 2102

Other funds holding NMB

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Principal Securities's NMB Position: Q2 2026 in Review

Principal Securities increased its Simplify National Muni Bond ETF (NMB) stake by 1.4% in Q2 2026, buying an estimated $10.5K and bringing the position to 30,277 shares worth $754K. The position accounts for 0.01% of the portfolio, ranked #892.

Principal Securities first reported a position in NMB in Q4 2024 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold NMB as of Q2 2026.

  • Principal Securities held 30,277 shares of Simplify National Muni Bond ETF worth $754K as of Q2 2026.
  • Principal Securities bought 425 Simplify National Muni Bond ETF shares in Q2 2026, an estimated $10.5K.
  • Simplify National Muni Bond ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #892 holding.
  • Principal Securities first reported a position in Simplify National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 8 funds tracked by Wall St. Rank held Simplify National Muni Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.