Estate Planners Group, LLC

SEC CIK: 0002118977
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

GBAB holding history

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in every 13F filed by Estate Planners Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GBAB overview All 13F holders of GBAB Full Q2 2026 holdings

Shares (Q2 2026): 16,179
Value: $233.9K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of GBAB by Estate Planners Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,179	$233.9K	0.1%	−517−3.1%	Reduced	Holders
Q1 2026	16,696	$242.1K	0.1%	−741−4.2%	Reduced	Holders
Q4 2025	17,437	$260.2K	0.1%	–	No prior filing	Holders