SWP
GBAB

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

Significant Wealth Partners’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
2024
Q1 		– Sell
-15,502
Closed -$251K – 162
2023
Q4 		$251K Buy
+15,502
New +$240K 0.18% 127

Other funds holding GBAB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Significant Wealth Partners's GBAB Position: Q1 2024 in Review

Significant Wealth Partners sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q1 2024, closing a stake of 15,502 shares — an estimated $251K sold.

Significant Wealth Partners first reported a position in GBAB in Q4 2023 and held it in 1 quarter. The position peaked at $251K in Q4 2023. 62 funds tracked by Wall St. Rank hold GBAB as of Q1 2024.

  • Significant Wealth Partners reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 15,502 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q1 2024, an estimated $251K.
  • Significant Wealth Partners first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $251K in Q4 2023.
  • 62 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.