First Personal Financial Services’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

First Personal Financial Services’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
2022 Q3	–	Sell	-416	Closed	-$7K	–	433
2022 Q2	$7K	Buy	+416	New	+$7.72K	﹤0.01%	297

Other funds holding GBAB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

First Personal Financial Services's GBAB Position: Q3 2022 in Review

First Personal Financial Services sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q3 2022, closing a stake of 416 shares — an estimated $7K sold.

First Personal Financial Services first reported a position in GBAB in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 57 funds tracked by Wall St. Rank hold GBAB as of Q3 2022.

First Personal Financial Services reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q3 2022 after selling out during the quarter.
First Personal Financial Services sold 416 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q3 2022, an estimated $7K.
First Personal Financial Services first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q2 2022 and held it in 1 quarter.
First Personal Financial Services's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $7K in Q2 2022.
57 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q3 2022.

Based on First Personal Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.