WAM
GBAB

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

Wolverine 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
2026
Q1 		$418K Buy
+28,836
New +$434K 0.01% 958
2025
Q3 		– Sell
-40,339
Closed -$607K – 1745
2025
Q2 		$607K Buy
40,339
+30,891
+327% +$462K 0.01% 832
2025
Q1 		$147K Sell
9,448
-45,971
-83% -$716K ﹤0.01% 1050
2024
Q4 		$842K Buy
+55,419
New +$894K 0.02% 747
2024
Q3 		– Sell
-13,113
Closed -$208K – 1755
2024
Q2 		$208K Buy
+13,113
New +$210K ﹤0.01% 990
2022
Q4 		– Sell
-3,554
Closed -$54K – 2226
2022
Q3 		$54K Buy
+3,554
New +$63.2K ﹤0.01% 1576
2021
Q2 		– Sell
-3,504
Closed -$81K – 2282
2021
Q1 		$81K Buy
+3,504
New +$85.2K ﹤0.01% 1511
2015
Q3 		– Sell
-4,894
Closed -$100K – 1929
2015
Q2 		$100K Buy
+4,894
New +$105K ﹤0.01% 1128

Other funds holding GBAB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return