BWM
GBAB

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

Baystate 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
2023
Q4 		$16.3K Buy
+1,008
New +$15.6K ﹤0.01% 610

Other funds holding GBAB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Baystate Wealth Management's GBAB Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q4 2023: 1,008 shares worth $16.3K. The stake represents ﹤0.01% of the portfolio and ranks #610 among its holdings.

59 funds tracked by Wall St. Rank hold GBAB as of Q4 2023.

  • Baystate Wealth Management held 1,008 shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust worth $16.3K as of Q4 2023.
  • Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust was a new Baystate Wealth Management position in Q4 2023.
  • Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #610 holding.
  • 59 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.