AWA
GBAB

Alaska Wealth Advisors’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

Alaska Wealth Advisors’s Portfolio GBAB Stock Details GBAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,500
Closed -$172K – 88
2025
Q4 		$172K Buy
+11,500
New +$177K 0.02% 84

Other funds holding GBAB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

Alaska Wealth Advisors's GBAB Position: Q1 2026 in Review

Alaska Wealth Advisors sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q1 2026, closing a stake of 11,500 shares — an estimated $172K sold.

Alaska Wealth Advisors first reported a position in GBAB in Q4 2025 and held it in 1 quarter. The position peaked at $172K in Q4 2025. 62 funds tracked by Wall St. Rank hold GBAB as of Q1 2026.

  • Alaska Wealth Advisors reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q1 2026 after selling out during the quarter.
  • Alaska Wealth Advisors sold 11,500 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q1 2026, an estimated $172K.
  • Alaska Wealth Advisors first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q4 2025 and held it in 1 quarter.
  • Alaska Wealth Advisors's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $172K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q1 2026.

Based on Alaska Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.