SAI
GBAB

Savvy Advisors Inc’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

Savvy Advisors Inc’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
Q1 		$1.21M Sell
83,387
-2,281
-3% -$34.3K 0.03% 387
2025
Q4 		$1.28M Sell
85,668
-1,564
-2% -$24K 0.04% 323
2025
Q3 		$1.36M Sell
87,232
-6,649
-7% -$102K 0.06% 219
2025
Q2 		$1.41M Sell
93,881
-2,986
-3% -$44.7K 0.09% 157
2025
Q1 		$1.51M Buy
96,867
+9,430
+11% +$147K 0.15% 112
2024
Q4 		$1.33M Buy
+87,437
New +$1.41M 0.16% 108

Other funds holding GBAB

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

Savvy Advisors Inc's GBAB Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) stake by 2.7% in Q1 2026, selling an estimated $34.3K and leaving 83,387 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #387.

Savvy Advisors Inc first reported a position in GBAB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.51M in Q1 2025. 62 funds tracked by Wall St. Rank hold GBAB as of Q1 2026.

  • Savvy Advisors Inc held 83,387 shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust worth $1.21M as of Q1 2026.
  • Savvy Advisors Inc sold 2,281 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q1 2026, an estimated $34.3K.
  • Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #387 holding.
  • Savvy Advisors Inc first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q4 2024 and has held it in 6 quarters since.
  • Savvy Advisors Inc's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $1.51M in Q1 2025.
  • 62 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.