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 Q2	$1.21M	Buy	83,949 +562	+0.7%	+$8.01K	0.03%	465
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Savvy Advisors Inc's GBAB Position: Q2 2026 in Review

Savvy Advisors Inc increased its Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) stake by 0.67% in Q2 2026, buying an estimated $8.01K and bringing the position to 83,949 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #465.

Savvy Advisors Inc first reported a position in GBAB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q1 2025. 59 funds tracked by Wall St. Rank hold GBAB as of Q2 2026.

Savvy Advisors Inc held 83,949 shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust worth $1.21M as of Q2 2026.
Savvy Advisors Inc bought 562 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q2 2026, an estimated $8.01K.
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #465 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 7 quarters since.
Savvy Advisors Inc's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $1.51M in Q1 2025.
59 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.