LFG
GBAB

Larson Financial Group’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

Larson Financial 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
2024
Q4 		– Sell
-500
Closed -$8.79K – 2821
2024
Q3 		$8.79K Buy
500
+400
+400% +$6.88K ﹤0.01% 1526
2024
Q2 		$1.59K Buy
+100
New +$1.6K ﹤0.01% 1629

Other funds holding GBAB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Larson Financial Group's GBAB Position: Q4 2024 in Review

Larson Financial Group sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q4 2024, closing a stake of 500 shares — an estimated $8.79K sold.

Larson Financial Group first reported a position in GBAB in Q2 2024 and held it in 2 quarters. The position peaked at $8.79K in Q3 2024. 72 funds tracked by Wall St. Rank hold GBAB as of Q4 2024.

  • Larson Financial Group reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 500 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q4 2024, an estimated $8.79K.
  • Larson Financial Group first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q2 2024 and held it in 2 quarters.
  • Larson Financial Group's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $8.79K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.