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 Q3	$1.62K	Hold	130	–	–	﹤0.01%	1279
2026 Q2	$1.88K	Hold	130	–	–	﹤0.01%	1194
2026 Q1	$1.88K	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

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Xcel Wealth Management Holly Hill, Florida $404M AUM 16.8% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Highline Wealth Partners's GBAB Position: Q3 2026 in Review

Highline Wealth Partners held its Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) position steady in Q3 2026 at 130 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Highline Wealth Partners first reported a position in GBAB in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.02K in Q3 2025. 17 funds tracked by Wall St. Rank hold GBAB as of Q3 2026.

Highline Wealth Partners held 130 shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust worth $1.62K as of Q3 2026.
Highline Wealth Partners left its Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust share count unchanged in Q3 2026.
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1279 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 5 quarters since.
Highline Wealth Partners's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $2.02K in Q3 2025.
17 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.