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 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 $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

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

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

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

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

CFG

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

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

Belpointe Asset Management's GBAB Position: Q1 2026 in Review

Belpointe Asset Management increased its Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) stake by 0.94% in Q1 2026, buying an estimated $1.46K and bringing the position to 10,411 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #1039.

Belpointe Asset Management first reported a position in GBAB in Q4 2022 and has held it in 6 quarters since. The position peaked at $159K in Q3 2025. 62 funds tracked by Wall St. Rank hold GBAB as of Q1 2026.

Belpointe Asset Management held 10,411 shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust worth $151K as of Q1 2026.
Belpointe Asset Management bought 97 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q1 2026, an estimated $1.46K.
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust made up 0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #1039 holding.
Belpointe Asset Management first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q4 2022 and has held it in 6 quarters since.
Belpointe Asset Management's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $159K in Q3 2025.
62 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.