DAS
GBAB

Dynamic Advisor Solutions’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

Dynamic Advisor Solutions’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
-10,486
Closed -$152K – 1063
2026
Q1 		$152K Sell
10,486
-758
-7% -$11.4K ﹤0.01% 935
2025
Q4 		$168K Sell
11,244
-13,526
-55% -$208K 0.01% 908
2025
Q3 		$386K Sell
24,770
-8,851
-26% -$135K 0.01% 701
2025
Q2 		$506K Sell
33,621
-4,703
-12% -$70.4K 0.02% 601
2025
Q1 		$596K Buy
38,324
+1,697
+5% +$26.4K 0.02% 544
2024
Q4 		$557K Buy
36,627
+2,916
+9% +$47K 0.02% 411
2024
Q3 		$593K Sell
33,711
-1,765
-5% -$30.4K 0.02% 578
2024
Q2 		$564K Sell
35,476
-2,528
-7% -$40.4K 0.02% 598
2024
Q1 		$618K Sell
38,004
-1,274
-3% -$21K 0.02% 559
2023
Q4 		$657K Buy
39,278
+1,351
+4% +$20.9K 0.02% 516
2023
Q3 		$589K Buy
37,927
+3,280
+9% +$51.6K 0.03% 474
2023
Q2 		$565K Sell
34,647
-2,329
-6% -$38.5K 0.03% 456
2023
Q1 		$630K Buy
36,976
+5,876
+19% +$100K 0.04% 417
2022
Q4 		$509K Sell
31,100
-2,231
-7% -$35.8K 0.03% 435
2022
Q3 		$514K Sell
33,331
-788
-2% -$14K 0.04% 385
2022
Q2 		$607K Sell
34,119
-784
-2% -$14.6K 0.05% 351
2022
Q1 		$694K Buy
34,903
+3,308
+10% +$68.8K 0.05% 354
2021
Q4 		$750K Buy
31,595
+1,437
+5% +$34K 0.05% 335
2021
Q3 		$738K Buy
30,158
+1,950
+7% +$48.2K 0.06% 353
2021
Q2 		$696K Buy
28,208
+10,275
+57% +$247K 0.06% 352
2021
Q1 		$420K Sell
17,933
-6,999
-28% -$170K 0.04% 420
2020
Q4 		$636K Buy
24,932
+11,753
+89% +$291K 0.06% 315
2020
Q3 		$311K Buy
13,179
+886
+7% +$21.1K 0.04% 425
2020
Q2 		$286K Buy
12,293
+1,934
+19% +$43.6K 0.04% 393
2020
Q1 		$228K Sell
10,359
-638
-6% -$14.9K 0.04% 381
2019
Q4 		$260K Buy
10,997
+704
+7% +$16.8K 0.04% 444
2019
Q3 		$246K Buy
+10,293
New +$251K 0.04% 413

Other funds holding GBAB

CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KTC
Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Dynamic Advisor Solutions's GBAB Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q2 2026, closing a stake of 10,486 shares — an estimated $152K sold.

Dynamic Advisor Solutions first reported a position in GBAB in Q3 2019 and held it in 27 quarters. The position peaked at $750K in Q4 2021. 10 funds tracked by Wall St. Rank hold GBAB as of Q2 2026.

  • Dynamic Advisor Solutions reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q2 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 10,486 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q2 2026, an estimated $152K.
  • Dynamic Advisor Solutions first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q3 2019 and held it in 27 quarters.
  • Dynamic Advisor Solutions's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $750K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.