IA
GBAB

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

IFP 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
2025
Q4 		– Sell
-8
Closed -$125 – 4939
2025
Q3 		$125 Hold
8
– – ﹤0.01% 4506
2025
Q2 		$120 Hold
8
– – ﹤0.01% 4711
2025
Q1 		$124 Hold
8
– – ﹤0.01% 3799
2024
Q4 		$122 Buy
+8
New +$129 ﹤0.01% 3962
2024
Q1 		– Sell
-650
Closed -$10.5K – 3163
2023
Q4 		$10.5K Hold
650
– – ﹤0.01% 2170
2023
Q3 		$10.1K Hold
650
– – ﹤0.01% 2252
2023
Q2 		$10.6K Hold
650
– – ﹤0.01% 2282
2023
Q1 		$13.9K Hold
650
– – ﹤0.01% 2161
2022
Q4 		$14K Buy
+650
New +$10.4K ﹤0.01% 3148

Other funds holding GBAB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

IFP Advisors's GBAB Position: Q4 2025 in Review

IFP Advisors sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q4 2025, closing a stake of 8 shares — an estimated $125 sold.

IFP Advisors first reported a position in GBAB in Q4 2022 and held it in 9 quarters. The position peaked at $14K in Q4 2022. 64 funds tracked by Wall St. Rank hold GBAB as of Q4 2025.

  • IFP Advisors reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q4 2025 after selling out during the quarter.
  • IFP Advisors sold 8 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q4 2025, an estimated $125.
  • IFP Advisors first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q4 2022 and held it in 9 quarters.
  • IFP Advisors's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $14K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q4 2025.

Based on IFP Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.