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

Palacios 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
2025 Q3	–	Sell	-14,501	Closed	-$218K	–	77
2025 Q2	$218K	Buy	+14,501	New	+$217K	0.18%	65
2025 Q1	–	Sell	-10,431	Closed	-$163K	–	65
2024 Q4	$163K	Buy	+10,431	New	+$168K	0.18%	61

Other funds holding GBAB

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Palacios Wealth Management's GBAB Position: Q3 2025 in Review

Palacios Wealth Management sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q3 2025, closing a stake of 14,501 shares — an estimated $218K sold.

Palacios Wealth Management first reported a position in GBAB in Q4 2024 and held it in 2 quarters. The position peaked at $218K in Q2 2025. 61 funds tracked by Wall St. Rank hold GBAB as of Q3 2025.

Palacios Wealth Management reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q3 2025 after selling out during the quarter.
Palacios Wealth Management sold 14,501 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q3 2025, an estimated $218K.
Palacios Wealth Management first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q4 2024 and held it in 2 quarters.
Palacios Wealth Management's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $218K in Q2 2025.
61 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q3 2025.

Based on Palacios Wealth Management's 13F filing for Q3 2025, filed 5 Nov 2025.