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

Belpointe Asset 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
2026 Q2	–	Sell	-10,411	Closed	-$151K	–	1162
2026 Q1	$151K	Buy	10,411 +97	+0.9%	+$1.46K	0.01%	1039
2025 Q4	$154K	Buy	10,314 +93	+0.9%	+$1.43K	0.01%	988
2025 Q3	$159K	Buy	10,221 +168	+2%	+$2.57K	0.01%	946
2025 Q2	$151K	Buy	+10,053	New	+$150K	0.01%	897
2023 Q2	–	Sell	-2,237	Closed	-$38.1K	–	1615
2023 Q1	$38.1K	Buy	2,237 +700	+46%	+$12K	﹤0.01%	1874
2022 Q4	$25.1K	Buy	+1,537	New	+$24.7K	﹤0.01%	2017

Other funds holding GBAB

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

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

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

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

CFG

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Belpointe Asset Management's GBAB Position: Q2 2026 in Review

Belpointe Asset Management sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q2 2026, closing a stake of 10,411 shares — an estimated $151K sold.

Belpointe Asset Management first reported a position in GBAB in Q4 2022 and held it in 6 quarters. The position peaked at $159K in Q3 2025. 59 funds tracked by Wall St. Rank hold GBAB as of Q2 2026.

Belpointe Asset Management reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 10,411 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q2 2026, an estimated $151K.
Belpointe Asset Management first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q4 2022 and held it in 6 quarters.
Belpointe Asset Management's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $159K in Q3 2025.
59 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.