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 2025 vs. Q3 2025
How the institutions holding Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Holders | 62 | 65 | +3 |
| Shares | 7.13M | 7.59M | +468.7K (+6.6%) |
| Value | $110.5M | $113.3M | +$2.79M (+2.5%) |
New holders (9)
Institutions that held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Daymark Wealth Partners, LLC | 95,780 | $1.43M | 0.05% |
| Readystate Asset Management LP | 93,845 | $1.40M | 0.06% |
| Estate Planners Group, LLC | 17,437 | $260.2K | 0.11% |
| Susquehanna International Group, LLP | 16,325 | $243.6K | 0.00% |
| APCM Wealth Management for Individuals | 11,500 | $171.6K | 0.02% |
| Nomura Holdings Inc | 11,125 | $166.0K | 0.00% |
| Maimon Wealth Management Ltd. | 10,000 | $149.2K | 0.14% |
| Kestra Advisory Services, LLC | 6,038 | $90.1K | 0.00% |
| International Assets Investment Management, LLC | 534 | $7.97K | 0.00% |
Sold out (6)
Institutions that held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Armis Advisers, LLC | 14,054 | $220.4K |
| Advisory Services Network, LLC | 2,271 | $35.4K |
| Gridiron Partners, LLC | 35,737 | $34.1K |
| Spire Wealth Management | 58 | $896 |
| IFP Advisors, Inc | 8 | $125 |
| Rockefeller Capital Management L.P. | 4 | $72 |