Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB- Exchange
- NYSE
- SEC CIK
- 0001495825
In the last 90 days, Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust insiders filed 2 open-market purchases and 0 sales; 59 institutions reported holding it in 13F filings for Q2 2026, worth $119.3M in total; no superinvestor holds it.
Q2 2022 vs. Q1 2022
How the institutions holding Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Q2 2022 | Change |
|---|---|---|---|
| Holders | 57 | 62 | +5 |
| Shares | 3.53M | 3.70M | +176.8K (+5.0%) |
| Value | $70.1M | $66.0M | −$4.14M (−5.9%) |
New holders (10)
Institutions that held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| B. Riley Wealth Management, Inc. | 25,664 | $456.0K | 0.04% |
| Americana Partners, LLC | 24,617 | $437.0K | 0.08% |
| Baird Financial Group, Inc. | 20,033 | $356.0K | 0.00% |
| Carl P. Sherr & Co., LLC | 11,325 | $201.0K | 0.15% |
| Verdence Capital Advisors LLC | 11,192 | $199.0K | 0.03% |
| SeaCrest Wealth Management, LLC | 6,715 | $119.0K | 0.01% |
| CWM, LLC | 2,260 | $40.0K | 0.00% |
| First Personal Financial Services | 416 | $7.00K | 0.00% |
| BlackRock Inc. | 208 | $4.00K | 0.00% |
| Oliver Lagore Vanvalin Investment Group | 250 | $4.00K | 0.00% |
Sold out (5)
Institutions that held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| ELCO Management Co., LLC | 20,198 | $402.0K |
| Hennion & Walsh Asset Management, Inc. | 11,980 | $238.0K |
| Truist Financial Corp | 11,478 | $228.0K |
| Prospera Financial Services Inc | 48 | $1.00K |
| FMR LLC | 2 | $0 |