IWC
GBAB

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

Integrated Wealth Concepts’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 		$7.23K Buy
+500
New +$7.13K ﹤0.01% 4762

Other funds holding GBAB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Integrated Wealth Concepts's GBAB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q2 2026: 500 shares worth $7.23K. The stake represents ﹤0.01% of the portfolio and ranks #4762 among its holdings.

60 funds tracked by Wall St. Rank hold GBAB as of Q2 2026.

  • Integrated Wealth Concepts held 500 shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust worth $7.23K as of Q2 2026.
  • Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust was a new Integrated Wealth Concepts position in Q2 2026.
  • Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4762 holding.
  • 60 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.