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GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB

62 hedge funds and large institutions have $112M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0.33% less ownership

Funds ownership: 28.43% → 28.1% (-0.33%)

1% less capital invested

Capital invested by funds: $113M → $112M (-$832K)

3% less funds holding

Funds holding: 64 → 62 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.84M
2
Bank of America
Bank of America
North Carolina
+$805K
3
Cohen & Steers
Cohen & Steers
New York
+$602K
4
LPL Financial
LPL Financial
California
+$522K
5
WAM
Wolverine Asset Management
Illinois
+$434K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$2.58M
2
SG
StoneX Group
New York
-$1.66M
3
RAM
Readystate Asset Management
Illinois
-$1.4M
4
SIA
Sit Investment Associates
Minnesota
-$341K
5
Raymond James Financial
Raymond James Financial
Florida
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$45.9M +$4.84M +321,863 +11%
SIA
2
Sit Investment Associates
Minnesota
$9.77M -$341K -22,653 -3%
Bank of America
3
Bank of America
North Carolina
$8.54M +$805K +53,498 +10%
LPL Financial
4
LPL Financial
California
$7.01M +$522K +34,696 +8%
UBS Group
5
UBS Group
Switzerland
$2.82M +$158K +10,498 +6%
Invesco
6
Invesco
Georgia
$2.77M -$51.3K -3,408 -2%
Raymond James Financial
7
Raymond James Financial
Florida
$2.46M -$248K -16,469 -9%
Wells Fargo
8
Wells Fargo
California
$2.35M -$2.58M -171,728 -51%
CFG
9
Cooper Financial Group
California
$2.28M +$40.2K +2,670 +2%
VVP
10
Venture Visionary Partners
Ohio
$2.05M +$301K +20,000 +16%
Cohen & Steers
11
Cohen & Steers
New York
$2.04M +$602K +40,000 +40%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$1.95M -$94.9K -6,309 -4%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.92M +$354K +23,554 +22%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.58M +$298K +19,815 +22%
WT
15
Whittier Trust
California
$1.45M – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.3M +$83K +5,515 +7%
SAI
17
Savvy Advisors Inc
New York
$1.21M -$34.3K -2,281 -3%
DWP
18
Daymark Wealth Partners
Ohio
$1.19M -$203K -13,473 -14%
MAM
19
Morse Asset Management
Connecticut
$1.13M +$424K +28,206 +56%
WS
20
Wedbush Securities
California
$1.03M -$72.4K -4,812 -6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$818K +$22.4K +1,487 +3%
Stifel Financial
22
Stifel Financial
Missouri
$808K -$3.64K -242 -0.4%
WA
23
Whipplewood Advisors
Colorado
$766K -$226 -15 -0%
XWM
24
Xcel Wealth Management
Florida
$727K -$71.5K -4,753 -9%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$706K +$5.84K +388 +0.8%
1
2 3

GBAB Hedge Fund Activity: Q1 2026 in Review

62 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) for Q1 2026, worth a combined $112M — down 0.73% from $113M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of GBAB and 7 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 21 added.

The largest buyer was Morgan Stanley, adding an estimated $4.84M. The largest seller was Wells Fargo, cutting an estimated $2.58M.

  • 62 institutional investors held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) as of Q1 2026, down from 64 in Q4 2025.
  • Funds reported $112M of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust stock for Q1 2026, down 0.73% quarter-over-quarter.
  • 7 funds opened new Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust positions in Q1 2026 and 8 closed out, a net change of -1 holder.
  • The largest Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust buyer in Q1 2026 was Morgan Stanley, an estimated $4.84M added.
  • The largest Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust seller in Q1 2026 was Wells Fargo, an estimated $2.58M sold.

Based on aggregated 13F filings for Q1 2026.