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 2026 vs. Q1 2026
How the institutions holding Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 63 | 1 | 59 | −3 |
| Shares | 7.76M | 17.5K | 8.25M | +508.2K (+6.6%) |
| Value | $112.5M | $254.4K | $119.3M | +$7.03M (+6.3%) |
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Rivernorth Capital Management, LLC | 288,901 | $4.18M | 0.20% |
| XTX Topco Ltd | 15,498 | $224.1K | 0.00% |
| First Foundation Advisors | 14,350 | $207.5K | 0.01% |
| Carl P. Sherr & Co., LLC | 11,325 | $163.8K | 0.07% |
| Clear Street Group Inc. | 1,426 | $20.6K | 0.00% |
Sold out (8)
Institutions that held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Wolverine Asset Management LLC | 28,836 | $418.1K |
| Susquehanna International Group, LLP | 13,298 | $192.8K |
| Dynamic Advisor Solutions LLC | 10,486 | $152.0K |
| Belpointe Asset Management LLC | 10,411 | $151.0K |
| Advisory Services Network, LLC | 2,271 | $32.9K |
| Spire Wealth Management | 2,000 | $29.0K |
| Huntington National Bank | – | $1.91K |
| DHJJ Financial Advisors, Ltd. | 10 | $145 |
Not filed for Q2 2026 yet (1)
Institutions that held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Integrity Wealth Partners, LLC | 17,543 | $254.4K |