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

Noble Wealth Management PBC’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
Q3 		$218K Sell
17,525
-1,000
-5% -$13.7K 0.1% 153
2026
Q2 		$268K Buy
18,525
+425
+2% +$6.06K 0.12% 136
2026
Q1 		$262K Sell
18,100
-650
-3% -$9.78K 0.13% 129
2025
Q4 		$280K Sell
18,750
-2,190
-10% -$33.7K 0.14% 122
2025
Q3 		$326K Buy
+20,940
New +$320K 0.17% 109
2025
Q1 		$247K Buy
15,900
+4,300
+37% +$67K 0.17% 119
2024
Q4 		$176K Buy
+11,600
New +$187K 0.12% 120

Other funds holding GBAB

CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Noble Wealth Management PBC's GBAB Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) stake by 5.4% in Q3 2026, selling an estimated $13.7K and leaving 17,525 shares worth $218K. The position accounts for 0.1% of the portfolio, ranked #153.

Noble Wealth Management PBC first reported a position in GBAB in Q4 2024 and has held it in 7 quarters since. The position peaked at $326K in Q3 2025. 12 funds tracked by Wall St. Rank hold GBAB as of Q3 2026.

  • Noble Wealth Management PBC held 17,525 shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust worth $218K as of Q3 2026.
  • Noble Wealth Management PBC sold 1,000 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q3 2026, an estimated $13.7K.
  • Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust made up 0.1% of Noble Wealth Management PBC's portfolio in Q3 2026, its #153 holding.
  • Noble Wealth Management PBC first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $326K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.