UBS Group’s Simplify National Muni Bond ETF NMB Stock Holding History

UBS Group’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	-78	Closed	-$1.95K	–	11395
2025 Q4	$1.95K	Sell	78 -4,089	-98%	-$104K	﹤0.01%	9426
2025 Q3	$105K	Buy	4,167 +4,042	+3,234%	+$99.4K	﹤0.01%	7090
2025 Q2	$3.12K	Buy	+125	New	+$3.07K	﹤0.01%	9388

Other funds holding NMB

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group's NMB Position: Q1 2026 in Review

UBS Group sold out of Simplify National Muni Bond ETF (NMB) in Q1 2026, closing a stake of 78 shares — an estimated $1.95K sold.

UBS Group first reported a position in NMB in Q2 2025 and held it in 3 quarters. The position peaked at $105K in Q3 2025. 5 funds tracked by Wall St. Rank hold NMB as of Q1 2026.

UBS Group reported no remaining Simplify National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 78 Simplify National Muni Bond ETF shares in Q1 2026, an estimated $1.95K.
UBS Group first reported a position in Simplify National Muni Bond ETF in Q2 2025 and held it in 3 quarters.
UBS Group's Simplify National Muni Bond ETF position peaked at $105K in Q3 2025.
5 funds tracked by Wall St. Rank held Simplify National Muni Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.