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 2025 vs. Q2 2025
How the institutions holding Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 62 | 62 | 0 |
| Shares | 6.68M | 7.13M | +441.0K (+6.6%) |
| Value | $100.6M | $110.5M | +$9.94M (+9.9%) |
New holders (9)
Institutions that held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Morse Asset Management, Inc | 24,357 | $379.5K | 0.08% |
| Noble Wealth Management PBC | 20,940 | $326.2K | 0.17% |
| Envestnet Asset Management Inc | 20,597 | $320.9K | 0.00% |
| Mosaic Family Wealth Partners, LLC | 11,634 | $180.8K | 0.02% |
| Invictus Private Wealth, LLC | 10,882 | $169.5K | 0.01% |
| Advisory Services Network, LLC | 2,271 | $35.4K | 0.00% |
| Gridiron Partners, LLC | 35,737 | $34.1K | 0.02% |
| Highline Wealth Partners LLC | 130 | $2.02K | 0.00% |
| Rockefeller Capital Management L.P. | 4 | $72 | 0.00% |
Sold out (9)
Institutions that held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Wolverine Asset Management LLC | 40,339 | $606.7K |
| Balyasny Asset Management LLC | 36,497 | $548.9K |
| Readystate Asset Management LP | 33,753 | $507.6K |
| HRT Financial LP | 17,655 | $265.0K |
| Palacios Wealth Management, LLC | 14,501 | $218.1K |
| Susquehanna International Group, LLP | 13,637 | $205.1K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 10,404 | $156.6K |
| Allworth Financial LP | 7,000 | $105.3K |
| Elequin Capital LP | 1,796 | $27.0K |