GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB

Overview Fund Activity

60 hedge funds and large institutions have $100M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$8.87M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.4M
3
WA
3
Whipplewood Advisors
Colorado
$789K
4
Wells Fargo
4
Wells Fargo
California
$5.28M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$549K

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$2.92M
2
LPL Financial
2
LPL Financial
California
$3.53M
3
RAM
3
Readystate Asset Management
Illinois
$508K
4
Bank of America
4
Bank of America
North Carolina
$3.48M
5
IPW
5
Invictus Private Wealth
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$607K 40,339 +30,891 +327%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$549K 36,497 +36,497 New
WAM
28
Walker Asset Management
Missouri
$534K 35,538 -2,675 -7%
RAM
29
Readystate Asset Management
Illinois
$508K 33,753 -40,877 -55%
DAS
30
Dynamic Advisor Solutions
Arizona
$506K 33,621 -4,703 -12%
AA
31
Armis Advisers
Georgia
$505K 33,121 -7,316 -18%
DJYG
32
David J. Yvars Group
Florida
$505K 33,699 +310 +0.9%
JCFM
33
JBR Co Financial Management
Oklahoma
$499K 33,147 -4,210 -11%
PAG
34
Private Advisor Group
New Jersey
$380K 25,251 -966 -4%
FAG
35
Fortitude Advisory Group
Washington
$344K 22,896 – –
CA
36
CoreCap Advisors
Michigan
$283K 18,815 -11,800 -39%
IA
37
Intellus Advisors
Florida
$283K 18,806 +1,433 +8%
LSIA
38
LaSalle St. Investment Advisors
Illinois
$273K 18,179 -1,670 -8%
HF
39
HRT Financial
New York
$265K 17,655 +5,403 +44%
PWM
40
Palacios Wealth Management
Florida
$218K 14,501 +14,501 New
WFA
41
WMG Financial Advisors
Tennessee
$214K 14,250 -800 -5%
NS
42
NBC Securities
Alabama
$197K 13,103 +559 +4%
SWP
43
Stratos Wealth Partners
Ohio
$194K 12,911 +1,000 +8%
Jane Street
44
Jane Street
New York
$189K 12,561 +12,561 New
CPSC
45
Carl P. Sherr & Co
Massachusetts
$170K 11,325 – –
CHJWM
46
Carlton Hofferkamp & Jenks Wealth Management
Texas
$157K 10,404 -60 -0.6%
HighTower Advisors
47
HighTower Advisors
Illinois
$155K 10,295 -1,020 -9%
BAM
48
Belpointe Asset Management
Nevada
$151K 10,053 +10,053 New
AF
49
Allworth Financial
California
$105K 7,000 +7,000 New
HNB
50
Huntington National Bank
Ohio
– – – –
1
2
3