NWMP
GBAB

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
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 $1.21B AUM 28.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
XWM
Xcel Wealth Management Holly Hill, Florida $419M AUM 30.44% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Noble Wealth Management PBC's GBAB Position: Q2 2026 in Review

Noble Wealth Management PBC increased its Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) stake by 2.3% in Q2 2026, buying an estimated $6.06K and bringing the position to 18,525 shares worth $268K. The position accounts for 0.12% of the portfolio, ranked #136.

Noble Wealth Management PBC first reported a position in GBAB in Q4 2024 and has held it in 6 quarters since. The position peaked at $326K in Q3 2025. 25 funds tracked by Wall St. Rank hold GBAB as of Q2 2026.

  • Noble Wealth Management PBC held 18,525 shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust worth $268K as of Q2 2026.
  • Noble Wealth Management PBC bought 425 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q2 2026, an estimated $6.06K.
  • Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust made up 0.12% of Noble Wealth Management PBC's portfolio in Q2 2026, its #136 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 6 quarters since.
  • Noble Wealth Management PBC's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $326K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.