Truist Financial
HTAX

Truist Financial’s Nomura National High-Yield Municipal Bond ETF HTAX Stock Holding History

Truist Financial’s Portfolio HTAX Stock Details HTAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.42M Buy
141,576
+2,715
+2% +$66.5K ﹤0.01% 1030
2025
Q4 		$3.38M Buy
138,861
+297
+0.2% +$7.26K ﹤0.01% 1022
2025
Q3 		$3.37M Sell
138,564
-6,091
-4% -$145K ﹤0.01% 1085
2025
Q2 		$3.46M Buy
+144,655
New +$3.47M 0.01% 1031

Other funds holding HTAX

HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IWS
Intentional Wealth Strategies Colorado Springs, Colorado $107M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial's HTAX Position: Q1 2026 in Review

Truist Financial increased its Nomura National High-Yield Municipal Bond ETF (HTAX) stake by 2% in Q1 2026, buying an estimated $66.5K and bringing the position to 141,576 shares worth $3.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Truist Financial first reported a position in HTAX in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.46M in Q2 2025. 8 funds tracked by Wall St. Rank hold HTAX as of Q1 2026.

  • Truist Financial held 141,576 shares of Nomura National High-Yield Municipal Bond ETF worth $3.42M as of Q1 2026.
  • Truist Financial bought 2,715 Nomura National High-Yield Municipal Bond ETF shares in Q1 2026, an estimated $66.5K.
  • Nomura National High-Yield Municipal Bond ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1030 holding.
  • Truist Financial first reported a position in Nomura National High-Yield Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Truist Financial's Nomura National High-Yield Municipal Bond ETF position peaked at $3.46M in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Nomura National High-Yield Municipal Bond ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.