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

Venture Visionary 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
2026 Q3	$2.23M	Buy	179,622 +38,000	+27%	+$521K	0.06%	233
2026 Q2	$2.05M	Hold	141,622	–	–	0.06%	241
2026 Q1	$2.05M	Buy	141,622 +20,000	+16%	+$301K	0.07%	220
2025 Q4	$1.81M	Hold	121,622	–	–	0.06%	237
2025 Q3	$1.89M	Hold	121,622	–	–	0.07%	217
2025 Q2	$1.83M	Hold	121,622	–	–	0.07%	211
2025 Q1	$1.89M	Hold	121,622	–	–	0.08%	199
2024 Q4	$1.85M	Hold	121,622	–	–	0.08%	196
2024 Q3	$2.14M	Hold	121,622	–	–	0.09%	181
2024 Q2	$1.93M	Hold	121,622	–	–	0.09%	194
2024 Q1	$1.98M	Buy	121,622 +60,040	+97%	+$991K	0.09%	192
2023 Q4	$997K	Buy	+61,582	New	+$955K	0.05%	258

Other funds holding GBAB

CFG

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

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Venture Visionary Partners's GBAB Position: Q3 2026 in Review

Venture Visionary Partners increased its Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) stake by 27% in Q3 2026, buying an estimated $521K and bringing the position to 179,622 shares worth $2.23M. The position accounts for 0.06% of the portfolio, ranked #233.

Venture Visionary Partners first reported a position in GBAB in Q4 2023 and has held it in 12 quarters since. 12 funds tracked by Wall St. Rank hold GBAB as of Q3 2026.

Venture Visionary Partners held 179,622 shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust worth $2.23M as of Q3 2026.
Venture Visionary Partners bought 38,000 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q3 2026, an estimated $521K.
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust made up 0.06% of Venture Visionary Partners's portfolio in Q3 2026, its #233 holding.
Venture Visionary Partners first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q4 2023 and has held it in 12 quarters since.
12 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.