B. Riley Wealth Management’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

B. Riley Wealth Management’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
2022 Q2	$456K	Buy	+25,664	New	+$476K	0.05%	314
2020 Q2	–	Sell	-12,243	Closed	-$270K	–	471
2020 Q1	$270K	Buy	+12,243	New	+$286K	0.03%	376

Other funds holding GBAB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

USCWA

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

B. Riley Wealth Management's GBAB Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q2 2022: 25,664 shares worth $456K. The stake represents 0.05% of the portfolio and ranks #314 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in GBAB as recently as Q1 2020.

B. Riley Wealth Management first reported a position in GBAB in Q1 2020 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold GBAB as of Q2 2022.

B. Riley Wealth Management held 25,664 shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust worth $456K as of Q2 2022.
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust was a new B. Riley Wealth Management position in Q2 2022.
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust made up 0.05% of B. Riley Wealth Management's portfolio in Q2 2022, its #314 holding.
B. Riley Wealth Management first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q1 2020 and has held it in 2 quarters since.
62 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.