HWP
GBAB

Highline Wealth Partners’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

Highline Wealth Partners’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 		$1.88K Hold
130
– – ﹤0.01% 1194
2026
Q1 		$1.89K Hold
130
– – ﹤0.01% 1076
2025
Q4 		$1.94K Hold
130
– – ﹤0.01% 855
2025
Q3 		$2.02K Buy
+130
New +$1.99K ﹤0.01% 847

Other funds holding GBAB

CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KTC
Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return

Highline Wealth Partners's GBAB Position: Q2 2026 in Review

Highline Wealth Partners held its Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) position steady in Q2 2026 at 130 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Highline Wealth Partners first reported a position in GBAB in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.02K in Q3 2025. 10 funds tracked by Wall St. Rank hold GBAB as of Q2 2026.

  • Highline Wealth Partners held 130 shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust worth $1.88K as of Q2 2026.
  • Highline Wealth Partners left its Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust share count unchanged in Q2 2026.
  • Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1194 holding.
  • Highline Wealth Partners first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $2.02K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.