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GBAB

Armis Advisers’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

Armis Advisers’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
2025
Q4 		– Sell
-14,054
Closed -$220K – 440
2025
Q3 		$220K Sell
14,054
-19,067
-58% -$291K 0.02% 296
2025
Q2 		$505K Sell
33,121
-7,316
-18% -$109K 0.04% 283
2025
Q1 		$623K Buy
+40,437
New +$630K 0.06% 228

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Armis Advisers's GBAB Position: Q4 2025 in Review

Armis Advisers sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q4 2025, closing a stake of 14,054 shares — an estimated $220K sold.

Armis Advisers first reported a position in GBAB in Q1 2025 and held it in 3 quarters. The position peaked at $623K in Q1 2025. 64 funds tracked by Wall St. Rank hold GBAB as of Q4 2025.

  • Armis Advisers reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q4 2025 after selling out during the quarter.
  • Armis Advisers sold 14,054 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q4 2025, an estimated $220K.
  • Armis Advisers first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q1 2025 and held it in 3 quarters.
  • Armis Advisers's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $623K in Q1 2025.
  • 64 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q4 2025.

Based on Armis Advisers's 13F filing for Q4 2025, filed 24 Mar 2026.