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

Arkadios 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
2021 Q4	–	Sell	-83	Closed	-$2K	–	1032
2021 Q3	$2K	Sell	83 -624	-88%	-$15.4K	﹤0.01%	1744
2021 Q2	$17K	Buy	707 +568	+409%	+$13.7K	﹤0.01%	1352
2021 Q1	$3K	Sell	139 -58	-29%	-$1.41K	﹤0.01%	1464
2020 Q4	$5K	Buy	+197	New	+$4.88K	﹤0.01%	1116

Other funds holding GBAB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

ACI

Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return

Arkadios Wealth Advisors's GBAB Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q4 2021, closing a stake of 83 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in GBAB in Q4 2020 and held it in 4 quarters. The position peaked at $17K in Q2 2021. 62 funds tracked by Wall St. Rank hold GBAB as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 83 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q4 2021, an estimated $2K.
Arkadios Wealth Advisors first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $17K in Q2 2021.
62 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.