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 2024 vs. Q2 2024
How the institutions holding Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 63 | 66 | +3 |
| Shares | 5.58M | 5.82M | +235.6K (+4.2%) |
| Value | $88.7M | $101.9M | +$13.2M (+14.9%) |
New holders (8)
Institutions that held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Private Portfolio Partners LLC | 59,417 | $1.04M | 0.20% |
| Oppenheimer & Co Inc | 34,846 | $612.6K | 0.01% |
| CoreCap Advisors, LLC | 22,015 | $387.0K | 0.02% |
| Virtu Financial LLC | 13,665 | $240.0K | 0.01% |
| We Are One Seven, LLC | 10,930 | $192.1K | 0.01% |
| Jones Financial Companies LLLP | 4,480 | $78.4K | 0.00% |
| Northwestern Mutual Wealth Management Co | 3,540 | $62.2K | 0.00% |
| GHP Investment Advisors, Inc. | 689 | $12.1K | 0.00% |
Sold out (5)
Institutions that held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Kestra Advisory Services, LLC | 23,252 | $319.6K |
| Wolverine Asset Management LLC | 13,113 | $208.5K |
| Sanctuary Advisors, LLC | 12,100 | $188.5K |
| CIBC Private Wealth Group, LLC | 1,800 | $29.0K |
| CWM, LLC | 500 | $8.00K |