SWM
GBAB

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

Spire 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
2026
Q2 		– Sell
-2,000
Closed -$29K – 2288
2026
Q1 		$29K Buy
+2,000
New +$30.1K ﹤0.01% 1318
2025
Q4 		– Sell
-58
Closed -$896 – 2376
2025
Q3 		$896 Hold
58
– – ﹤0.01% 2290
2025
Q2 		$865 Sell
58
-2,057
-97% -$30.8K ﹤0.01% 2304
2025
Q1 		$32.9K Buy
2,115
+2,000
+1,739% +$31.2K ﹤0.01% 1437
2024
Q4 		$1.75K Sell
115
-2,000
-95% -$32.3K ﹤0.01% 2279
2024
Q3 		$37.2K Buy
2,115
+225
+12% +$3.87K ﹤0.01% 1229
2024
Q2 		$30.1K Sell
1,890
-2,000
-51% -$32K ﹤0.01% 1285
2024
Q1 		$63.2K Buy
3,890
+2,000
+106% +$33K ﹤0.01% 1136
2023
Q4 		$30.4K Sell
1,890
-1,500
-44% -$23.3K ﹤0.01% 1375
2023
Q3 		$52.7K Hold
3,390
– – ﹤0.01% 1163
2023
Q2 		$55.3K Hold
3,390
– – ﹤0.01% 1159
2023
Q1 		$57.8K Hold
3,390
– – ﹤0.01% 1140
2022
Q4 		$55K Sell
3,390
-650
-16% -$10.4K ﹤0.01% 950
2022
Q3 		$62K Buy
4,040
+115
+3% +$2.05K ﹤0.01% 872
2022
Q2 		$70K Sell
3,925
-4,150
-51% -$77K ﹤0.01% 1166
2022
Q1 		$161K Sell
8,075
-2,975
-27% -$61.9K ﹤0.01% 975
2021
Q4 		$262K Sell
11,050
-4,430
-29% -$105K 0.01% 968
2021
Q3 		$379K Buy
15,480
+3,000
+24% +$74.1K 0.01% 680
2021
Q2 		$308K Sell
12,480
-500
-4% -$12K 0.01% 765
2021
Q1 		$304K Buy
+12,980
New +$316K 0.01% 858

Other funds holding GBAB

CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KTC
Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Spire Wealth Management's GBAB Position: Q2 2026 in Review

Spire Wealth Management sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q2 2026, closing a stake of 2,000 shares — an estimated $29K sold.

Spire Wealth Management first reported a position in GBAB in Q1 2021 and held it in 20 quarters. The position peaked at $379K in Q3 2021. 10 funds tracked by Wall St. Rank hold GBAB as of Q2 2026.

  • Spire Wealth Management reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 2,000 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q2 2026, an estimated $29K.
  • Spire Wealth Management first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q1 2021 and held it in 20 quarters.
  • Spire Wealth Management's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $379K in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.