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.
Q3 2023 vs. Q2 2023
How the institutions holding Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 64 | 63 | −1 |
| Shares | 5.43M | 5.27M | −162.0K (−3.0%) |
| Value | $88.6M | $81.9M | −$6.66M (−7.5%) |
New holders (8)
Institutions that held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Private Portfolio Partners LLC | 10,246 | $159.2K | 0.04% |
| NBC Securities, Inc. | 8,762 | $136.0K | 0.01% |
| RVW Wealth, LLC | 8,000 | $124.3K | 0.01% |
| Cambridge Trust Co | 2,500 | $38.9K | 0.00% |
| Comerica Bank | 1,800 | $28.0K | 0.00% |
| Creative Planning | 306 | $4.76K | 0.00% |
| JPMorgan Chase & Co | 121 | $1.88K | 0.00% |
| DHJJ Financial Advisors, Ltd. | 10 | $156 | 0.00% |
Sold out (9)
Institutions that held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Miracle Mile Advisors, LLC | 40,484 | $659.9K |
| Bank of Montreal | 22,512 | $369.9K |
| Susquehanna International Group, LLP | 15,990 | $260.6K |
| Triad Investment Management | 11,814 | $192.6K |
| Rockefeller Capital Management L.P. | 11,715 | $191.0K |
| Cambridge Investment Research Advisors, Inc. | 10,878 | $177.0K |
| Register Financial Advisors LLC | 3,117 | $50.8K |
| Nemes Rush Group LLC | 750 | $12.2K |
| Parallel Advisors, LLC | 394 | $6.42K |