IWP
GBAB

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

Integrity 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
Q1 		$254K Buy
+17,543
New +$264K 0.23% 85

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Integrity Wealth Partners's GBAB Position: Q1 2026 in Review

Integrity Wealth Partners opened a new position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q1 2026: 17,543 shares worth $254K. The stake represents 0.23% of the portfolio and ranks #85 among its holdings.

62 funds tracked by Wall St. Rank hold GBAB as of Q1 2026.

  • Integrity Wealth Partners held 17,543 shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust worth $254K as of Q1 2026.
  • Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust was a new Integrity Wealth Partners position in Q1 2026.
  • Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust made up 0.23% of Integrity Wealth Partners's portfolio in Q1 2026, its #85 holding.
  • 62 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q1 2026.

Based on Integrity Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.