UBS Group
NMB

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

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 $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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.