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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Securities's NMB Position: Q1 2026 in Review

Principal Securities increased its Simplify National Muni Bond ETF (NMB) stake by 124% in Q1 2026, buying an estimated $408K and bringing the position to 29,852 shares worth $721K. The position accounts for 0.01% of the portfolio, ranked #827.

Principal Securities first reported a position in NMB in Q4 2024 and has held it in 6 quarters since. 5 funds tracked by Wall St. Rank hold NMB as of Q1 2026.

Principal Securities held 29,852 shares of Simplify National Muni Bond ETF worth $721K as of Q1 2026.
Principal Securities bought 16,522 Simplify National Muni Bond ETF shares in Q1 2026, an estimated $408K.
Simplify National Muni Bond ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #827 holding.
Principal Securities first reported a position in Simplify National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
5 funds tracked by Wall St. Rank held Simplify National Muni Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.