FFA
GBAB

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
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

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return