BWA
GBAB
Beam Wealth Advisors’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,986
| Closed | -$202K | – | 109 |
|
|
2025
Q1 | $202K | Buy |
+12,986
| New | +$202K | 0.07% | 102 |
|
|
2024
Q4 | – | Sell |
-13,336
| Closed | -$234K | – | 105 |
|
|
2024
Q3 | $234K | Sell |
13,336
-350
| -3% | -$6.15K | 0.07% | 102 |
|
|
2024
Q2 | $218K | Buy |
+13,686
| New | +$218K | 0.07% | 103 |
|