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

First Foundation 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 Q2	$208K	Buy	+14,350	New	+$205K	0.01%	344
2020 Q4	–	Sell	-20,368	Closed	-$480K	–	418
2020 Q3	$480K	Sell	20,368 -14,654	-42%	-$350K	0.02%	242
2020 Q2	$815K	Sell	35,022 -22,633	-39%	-$511K	0.04%	186
2020 Q1	$1.27M	Buy	+57,655	New	+$1.35M	0.08%	147
2019 Q2	–	Sell	-21,329	Closed	-$483K	–	351
2019 Q1	$483K	Sell	21,329 -11,876	-36%	-$266K	0.03%	223
2018 Q4	$729K	Buy	+33,205	New	+$693K	0.05%	212

Other funds holding GBAB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Foundation Advisors's GBAB Position: Q2 2026 in Review

First Foundation Advisors opened a new position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q2 2026: 14,350 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #344 among its holdings. This is a return to the name: First Foundation Advisors previously reported a position in GBAB as recently as Q3 2020.

First Foundation Advisors first reported a position in GBAB in Q4 2018 and has held it in 6 quarters since. The position peaked at $1.27M in Q1 2020. 60 funds tracked by Wall St. Rank hold GBAB as of Q2 2026.

First Foundation Advisors held 14,350 shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust worth $208K as of Q2 2026.
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust was a new First Foundation Advisors position in Q2 2026.
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #344 holding.
First Foundation Advisors first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q4 2018 and has held it in 6 quarters since.
First Foundation Advisors's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $1.27M in Q1 2020.
60 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.