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.
Q4 2022 vs. Q3 2022
How the institutions holding Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 57 | 1 | 63 | +7 |
| Shares | 4.59M | 2.88K | 4.97M | +379.6K (+8.3%) |
| Value | $71.0M | $44.4K | $80.9M | +$9.98M (+14.1%) |
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Invictus Private Wealth, LLC | 117,703 | $1.93M | 0.25% |
| Bramshill Investments, LLC | 106,066 | $1.74M | 0.20% |
| Xcel Wealth Management, LLC | 50,868 | $832.2K | 0.33% |
| Cooper Financial Group | 26,226 | $429.1K | 0.13% |
| Virtu Financial LLC | 15,767 | $258.0K | 0.03% |
| Cetera Investment Advisers | 10,368 | $169.6K | 0.00% |
| Elequin Capital LP | 4,258 | $69.7K | 0.02% |
| Register Financial Advisors LLC | 3,094 | $50.6K | 0.03% |
| Belpointe Asset Management LLC | 1,537 | $25.1K | 0.00% |
| IFP Advisors, Inc | 650 | $14.0K | 0.00% |
| Cary Street Partner Investment Advisory LLC | 650 | $10.6K | 0.00% |
| Parallel Advisors, LLC | 394 | $6.45K | 0.00% |
Sold out (5)
Institutions that held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Rivernorth Capital Management, LLC | 13,303 | $205.0K |
| Carl P. Sherr & Co., LLC | 11,325 | $175.0K |
| Atria Wealth Solutions, Inc. | 10,060 | $155.5K |
| Wolverine Asset Management LLC | 3,554 | $54.0K |
| Northwestern Mutual Wealth Management Co | 1,704 | $26.0K |
Not filed for Q4 2022 yet (1)
Institutions that held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| American Portfolios Advisors | 2,880 | $44.4K |