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

Beam 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
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%	-$6.02K	0.07%	102
2024 Q2	$218K	Buy	+13,686	New	+$219K	0.07%	103

Other funds holding GBAB

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Beam Wealth Advisors's GBAB Position: Q2 2025 in Review

Beam Wealth Advisors sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q2 2025, closing a stake of 12,986 shares — an estimated $202K sold.

Beam Wealth Advisors first reported a position in GBAB in Q2 2024 and held it in 3 quarters. The position peaked at $234K in Q3 2024. 61 funds tracked by Wall St. Rank hold GBAB as of Q2 2025.

Beam Wealth Advisors reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q2 2025 after selling out during the quarter.
Beam Wealth Advisors sold 12,986 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q2 2025, an estimated $202K.
Beam Wealth Advisors first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q2 2024 and held it in 3 quarters.
Beam Wealth Advisors's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $234K in Q3 2024.
61 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q2 2025.

Based on Beam Wealth Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.