WFA
GBAB

WMG Financial Advisors’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

WMG Financial Advisors’s Portfolio GBAB Stock Details GBAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$214K Sell
14,250
-800
-5% -$12K 0.08% 174
2025
Q1 		$234K Hold
15,050
– – 0.1% 146
2024
Q4 		$229K Sell
15,050
-4,200
-22% -$63.8K 0.1% 146
2024
Q3 		$338K Buy
19,250
+2,100
+12% +$36.9K 0.15% 96
2024
Q2 		$273K Buy
+17,150
New +$273K 0.14% 109