Farther Finance Advisors
GBAB icon

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

Farther Finance 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
2026
Q3 		– Sell
-820
Closed -$11.9K – 6225
2026
Q2 		$11.9K Hold
820
– – ﹤0.01% 4313
2026
Q1 		$11.9K Hold
820
– – ﹤0.01% 3985
2025
Q4 		$12.2K Hold
820
– – ﹤0.01% 3781
2025
Q3 		$12.8K Hold
820
– – ﹤0.01% 3314
2025
Q2 		$12.3K Hold
820
– – ﹤0.01% 2971
2025
Q1 		$12.7K Sell
820
-8,515
-91% -$133K ﹤0.01% 2616
2024
Q4 		$142K Sell
9,335
-85,757
-90% -$1.38M 0.01% 1155
2024
Q3 		$1.67M Buy
95,092
+3,768
+4% +$64.8K 0.06% 230
2024
Q2 		$1.43M Buy
91,324
+428
+0.5% +$6.85K 0.07% 221
2024
Q1 		$1.46M Buy
90,896
+212
+0.2% +$3.5K 0.09% 191
2023
Q4 		$1.47M Buy
90,684
+6,375
+8% +$98.9K 0.11% 176
2023
Q3 		$1.31M Buy
84,309
+50,619
+150% +$796K 0.21% 95
2023
Q2 		$549K Buy
+33,690
New +$558K 0.12% 151

Other funds holding GBAB

CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's GBAB Position: Q3 2026 in Review

Farther Finance Advisors sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q3 2026, closing a stake of 820 shares — an estimated $11.9K sold.

Farther Finance Advisors first reported a position in GBAB in Q2 2023 and held it in 13 quarters. The position peaked at $1.67M in Q3 2024. 12 funds tracked by Wall St. Rank hold GBAB as of Q3 2026.

  • Farther Finance Advisors reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q3 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 820 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q3 2026, an estimated $11.9K.
  • Farther Finance Advisors first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q2 2023 and held it in 13 quarters.
  • Farther Finance Advisors's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $1.67M in Q3 2024.
  • 12 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.