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

Cambridge Investment Research 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
2023 Q3	–	Sell	-10,878	Closed	-$177K	–	3187
2023 Q2	$177K	Sell	10,878 -1,231	-10%	-$20.4K	﹤0.01%	2905
2023 Q1	$206K	Buy	+12,109	New	+$207K	﹤0.01%	2798

Other funds holding GBAB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.62B AUM 22.63% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors's GBAB Position: Q3 2023 in Review

Cambridge Investment Research Advisors sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q3 2023, closing a stake of 10,878 shares — an estimated $177K sold.

Cambridge Investment Research Advisors first reported a position in GBAB in Q1 2023 and held it in 2 quarters. The position peaked at $206K in Q1 2023. 63 funds tracked by Wall St. Rank hold GBAB as of Q3 2023.

Cambridge Investment Research Advisors reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q3 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 10,878 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q3 2023, an estimated $177K.
Cambridge Investment Research Advisors first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q1 2023 and held it in 2 quarters.
Cambridge Investment Research Advisors's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $206K in Q1 2023.
63 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q3 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.