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

Maimon Wealth Management’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	$145K	Hold	10,000	–	–	0.11%	78
2026 Q1	$140K	Hold	10,000	–	–	0.12%	75
2025 Q4	$149K	Buy	+10,000	New	+$154K	0.14%	69

Other funds holding GBAB

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Maimon Wealth Management's GBAB Position: Q2 2026 in Review

Maimon Wealth Management held its Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) position steady in Q2 2026 at 10,000 shares worth $145K. The position accounts for 0.11% of the portfolio, ranked #78.

Maimon Wealth Management first reported a position in GBAB in Q4 2025 and has held it in 3 quarters since. The position peaked at $149K in Q4 2025. 60 funds tracked by Wall St. Rank hold GBAB as of Q2 2026.

Maimon Wealth Management held 10,000 shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust worth $145K as of Q2 2026.
Maimon Wealth Management left its Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust share count unchanged in Q2 2026.
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust made up 0.11% of Maimon Wealth Management's portfolio in Q2 2026, its #78 holding.
Maimon Wealth Management first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q4 2025 and has held it in 3 quarters since.
Maimon Wealth Management's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $149K in Q4 2025.
60 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q2 2026.

Based on Maimon Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.