GJWM
GBAB

Gilliland Jeter Wealth Management’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

Gilliland Jeter Wealth Management’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
2024
Q4 		– Sell
-232
Closed -$4.08K – 354
2024
Q3 		$4.08K Sell
232
-141
-38% -$2.42K ﹤0.01% 549
2024
Q2 		$5.93K Hold
373
– – ﹤0.01% 489
2024
Q1 		$6.06K Buy
+373
New +$6.16K ﹤0.01% 478

Other funds holding GBAB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Gilliland Jeter Wealth Management's GBAB Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q4 2024, closing a stake of 232 shares — an estimated $4.08K sold.

Gilliland Jeter Wealth Management first reported a position in GBAB in Q1 2024 and held it in 3 quarters. The position peaked at $6.06K in Q1 2024. 72 funds tracked by Wall St. Rank hold GBAB as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 232 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q4 2024, an estimated $4.08K.
  • Gilliland Jeter Wealth Management first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $6.06K in Q1 2024.
  • 72 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.