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 2025 vs. Q1 2025
How the institutions holding Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 62 | 1 | 62 | +1 |
| Shares | 6.53M | 15.9K | 6.68M | +173.5K (+2.7%) |
| Value | $102.4M | $247.2K | $100.6M | −$1.60M (−1.6%) |
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (6)
Institutions that held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Balyasny Asset Management LLC | 36,497 | $548.9K | 0.00% |
| Palacios Wealth Management, LLC | 14,501 | $218.1K | 0.18% |
| Susquehanna International Group, LLP | 13,637 | $205.1K | 0.00% |
| Jane Street Group, LLC | 12,561 | $188.9K | 0.00% |
| Belpointe Asset Management LLC | 10,053 | $151.2K | 0.01% |
| Allworth Financial LP | 7,000 | $105.3K | 0.00% |
Sold out (5)
Institutions that held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Invictus Private Wealth, LLC | 21,517 | $334.6K |
| King Wealth | 15,201 | $236.0K |
| BEAM Asset Management, LLC | 12,986 | $201.9K |
| Steward Partners Investment Advisory, LLC | 240 | $3.73K |
| Sound Income Strategies, LLC | 40 | $622 |
Not filed for Q2 2025 yet (1)
Institutions that held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Noble Wealth Management PBC | 15,900 | $247.2K |