KWMG
GBAB

King Wealth Management Group’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

King Wealth Management Group’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
Q2 		– Sell
-15,201
Closed -$236K – 161
2025
Q1 		$236K Buy
15,201
+82
+0.5% +$1.28K 0.04% 135
2024
Q4 		$230K Buy
15,119
+4
+0% +$65 0.03% 138
2024
Q3 		$266K Buy
15,115
+8
+0.1% +$138 0.04% 120
2024
Q2 		$240K Buy
15,107
+58
+0.4% +$928 0.04% 126
2024
Q1 		$245K Sell
15,049
-146
-1% -$2.41K 0.04% 127
2023
Q4 		$246K Buy
15,195
+57
+0.4% +$884 0.05% 124
2023
Q3 		$235K Sell
15,138
-211
-1% -$3.32K 0.05% 128
2023
Q2 		$250K Buy
15,349
+49
+0.3% +$811 0.05% 128
2023
Q1 		$261K Sell
15,300
-339
-2% -$5.79K 0.06% 122
2022
Q4 		$256K Buy
15,639
+49
+0.3% +$786 0.06% 117
2022
Q3 		$240K Buy
15,590
+14
+0.1% +$249 0.06% 124
2022
Q2 		$277K Buy
15,576
+55
+0.4% +$1.02K 0.07% 124
2022
Q1 		$309K Sell
15,521
-700
-4% -$14.6K 0.06% 132
2021
Q4 		$385K Buy
16,221
+1,984
+14% +$47K 0.07% 115
2021
Q3 		$349K Sell
14,237
-70
-0.5% -$1.73K 0.07% 123
2021
Q2 		$353K Sell
14,307
-300
-2% -$7.22K 0.07% 125
2021
Q1 		$342K Buy
14,607
+1,000
+7% +$24.3K 0.08% 121
2020
Q4 		$347K Hold
13,607
– – 0.08% 117
2020
Q3 		$321K Sell
13,607
-400
-3% -$9.54K 0.08% 116
2020
Q2 		$326K Buy
14,007
+4,710
+51% +$106K 0.1% 108
2020
Q1 		$205K Sell
9,297
-2,100
-18% -$49.1K 0.09% 125
2019
Q4 		$270K Sell
11,397
-350
-3% -$8.33K 0.07% 118
2019
Q3 		$281K Hold
11,747
– – 0.08% 107
2019
Q2 		$282K Sell
11,747
-200
-2% -$4.65K 0.08% 108
2019
Q1 		$270K Buy
11,947
+790
+7% +$17.7K 0.08% 109
2018
Q4 		$278K Sell
11,157
-2,666
-19% -$55.6K 0.1% 94
2018
Q3 		$293K Hold
13,823
– – 0.09% 96
2018
Q2 		$300K Hold
13,823
– – 0.1% 93
2018
Q1 		$297K Hold
13,823
– – 0.11% 98
2017
Q4 		$314K Buy
13,823
+250
+2% +$5.64K 0.11% 95
2017
Q3 		$309K Hold
13,573
– – 0.11% 98
2017
Q2 		$309K Hold
13,573
– – 0.12% 95
2017
Q1 		$302K Buy
13,573
+500
+4% +$11K 0.13% 94
2016
Q4 		$280K Hold
13,073
– – 0.13% 95
2016
Q3 		$304K Hold
13,073
– – 0.15% 84
2016
Q2 		$306K Hold
13,073
– – 0.16% 74
2016
Q1 		$302K Sell
13,073
-100
-0.8% -$2.24K 0.16% 72
2015
Q4 		$281K Hold
13,173
– – 0.16% 78
2015
Q3 		$282K Buy
13,173
+23
+0.2% +$490 0.17% 79
2015
Q2 		$270K Buy
13,150
+2,253
+21% +$48.6K 0.15% 85
2015
Q1 		$244K Sell
10,897
-1,509
-12% -$34.3K 0.14% 88
2014
Q4 		$275K Buy
12,406
+250
+2% +$5.43K 0.15% 95
2014
Q3 		$259K Sell
12,156
-2,820
-19% -$61K 0.16% 83
2014
Q2 		$310K Hold
14,976
– – 0.19% 77
2014
Q1 		$310K Buy
14,976
+2,438
+19% +$49.8K 0.21% 66
2013
Q4 		$249K Buy
12,538
+785
+7% +$15.5K 0.14% 106
2013
Q3 		$236K Sell
11,753
-400
-3% -$8.25K 0.15% 96
2013
Q2 		$266K Buy
+12,153
New +$276K 0.18% 87

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

King Wealth Management Group's GBAB Position: Q2 2025 in Review

King Wealth Management Group sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q2 2025, closing a stake of 15,201 shares — an estimated $236K sold.

King Wealth Management Group first reported a position in GBAB in Q2 2013 and held it in 48 quarters. The position peaked at $385K in Q4 2021. 61 funds tracked by Wall St. Rank hold GBAB as of Q2 2025.

  • King Wealth Management Group reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q2 2025 after selling out during the quarter.
  • King Wealth Management Group sold 15,201 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q2 2025, an estimated $236K.
  • King Wealth Management Group first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q2 2013 and held it in 48 quarters.
  • King Wealth Management Group's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $385K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q2 2025.

Based on King Wealth Management Group's 13F filing for Q2 2025, filed 8 Aug 2025.