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.
Holders of 5% or more of GBAB
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Morgan Stanley | 13G/A | 12.80%3.54M shares | +1.40 ppfrom 11.40% | Feb 4, 20254 filings | Aug 13, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
5 Schedule 13D and 13G filings on Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Aug 13, 20265:17 PM ET | Morgan Stanleyand 1 other | 13G/A | 12.80%3.54M shares | +1.40 ppfrom 11.40% | Jun 30, 2026 | SEC |
| May 12, 202612:39 PM ET | Morgan Stanleyand 1 other | 13G/A | 11.40%3.17M shares | +1.00 ppfrom 10.40% | Mar 31, 2026 | SEC |
| Aug 7, 20254:16 PM ET | Morgan Stanleyand 1 other | 13G/A | 10.40%2.80M shares | +0.80 ppfrom 9.60% | Jul 31, 2025 | SEC |
| Feb 4, 202512:21 PM ET | Morgan Stanleyand 1 other | 13G/A | 9.60%2.38M shares | – | Dec 31, 2024 | SEC |
| Feb 5, 2021 | Guggenheim Capital LLC | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares.
No Form 144 notices for Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust are on file.