VHAM
GBAB

Van Hulzen Asset Management’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-3,825
Closed -$58.1K – 592
2024
Q4 		$58.1K Buy
+3,825
New +$61.7K ﹤0.01% 482

Other funds holding GBAB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Van Hulzen Asset Management's GBAB Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q1 2025, closing a stake of 3,825 shares — an estimated $58.1K sold.

Van Hulzen Asset Management first reported a position in GBAB in Q4 2024 and held it in 1 quarter. The position peaked at $58.1K in Q4 2024. 61 funds tracked by Wall St. Rank hold GBAB as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 3,825 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q1 2025, an estimated $58.1K.
  • Van Hulzen Asset Management first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $58.1K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.