CIBC Private Wealth Group
GBAB

CIBC Private Wealth Group’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

CIBC Private Wealth Group’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
2024
Q3 		– Sell
-1,800
Closed -$29K – 3183
2024
Q2 		$29K Buy
+1,800
New +$28.8K ﹤0.01% 1890

Other funds holding GBAB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

CIBC Private Wealth Group's GBAB Position: Q3 2024 in Review

CIBC Private Wealth Group sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q3 2024, closing a stake of 1,800 shares — an estimated $29K sold.

CIBC Private Wealth Group first reported a position in GBAB in Q2 2024 and held it in 1 quarter. The position peaked at $29K in Q2 2024. 66 funds tracked by Wall St. Rank hold GBAB as of Q3 2024.

  • CIBC Private Wealth Group reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q3 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,800 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q3 2024, an estimated $29K.
  • CIBC Private Wealth Group first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q2 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $29K in Q2 2024.
  • 66 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q3 2024.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.