Retirement Planning Company of New England’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

Retirement Planning Company of New England’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
2022 Q1	–	Sell	-650	Closed	-$15K	–	474
2021 Q4	$15K	Buy	+650	New	+$15.4K	0.01%	578

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

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RJA

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Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

ACI

Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return

Retirement Planning Company of New England's GBAB Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q1 2022, closing a stake of 650 shares — an estimated $15K sold.

Retirement Planning Company of New England first reported a position in GBAB in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 57 funds tracked by Wall St. Rank hold GBAB as of Q1 2022.

Retirement Planning Company of New England reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q1 2022 after selling out during the quarter.
Retirement Planning Company of New England sold 650 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q1 2022, an estimated $15K.
Retirement Planning Company of New England first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q4 2021 and held it in 1 quarter.
Retirement Planning Company of New England's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $15K in Q4 2021.
57 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.