GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB

Overview Fund Activity

61 hedge funds and large institutions have $102M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
61
Holders Change
-10
Holders Change %
-14.08%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
27
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$5.04M
2
Raymond James Financial
2
Raymond James Financial
Florida
$6.72M
3
LPL Financial
3
LPL Financial
California
$6.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$39.3M
5
Wells Fargo
5
Wells Fargo
California
$4.77M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$922K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.3M
3
WAM
3
Wolverine Asset Management
Illinois
$147K
4
RAM
4
Readystate Asset Management
Illinois
$1.16M
5
RCG
5
Regatta Capital Group
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$602K 38,722 +970 +3%
DAS
27
Dynamic Advisor Solutions
Arizona
$596K 38,324 +1,697 +5%
WAM
28
Walker Asset Management
Missouri
$594K 38,213 – –
JCFM
29
JBR Co Financial Management
Oklahoma
$581K 37,357 +4,860 +15%
OC
30
Oppenheimer & Co
New York
$527K 33,906 +14,115 +71%
DJYG
31
David J. Yvars Group
Florida
$517K 33,389 -3,299 -9%
CA
32
CoreCap Advisors
Michigan
$476K 30,615 +11,200 +58%
PAG
33
Private Advisor Group
New Jersey
$408K 26,217 +94 +0.4%
FAG
34
Fortitude Advisory Group
Washington
$342K 22,896 +1,220 +6%
IPW
35
Invictus Private Wealth
Colorado
$335K 21,517 +571 +3%
LSIA
36
LaSalle St. Investment Advisors
Illinois
$308K 19,849 -90 -0.5%
IA
37
Intellus Advisors
Florida
$270K 17,373 +1,955 +13%
NWMP
38
Noble Wealth Management PBC
Colorado
$247K 15,900 +4,300 +37%
KWMG
39
King Wealth Management Group
Florida
$236K 15,201 +82 +0.5%
WFA
40
WMG Financial Advisors
Tennessee
$234K 15,050 – –
BWA
41
Beam Wealth Advisors
Louisiana
$202K 12,986 +12,986 New
NS
42
NBC Securities
Alabama
$195K 12,544 +12,534 +125,340%
HF
43
HRT Financial
New York
$190K 12,252 +12,252 New
SWP
44
Stratos Wealth Partners
Ohio
$185K 11,911 – –
CPSC
45
Carl P. Sherr & Co
Massachusetts
$176K 11,325 – –
HighTower Advisors
46
HighTower Advisors
Illinois
$176K 11,315 -3,069 -21%
CHJWM
47
Carlton Hofferkamp & Jenks Wealth Management
Texas
$156K 10,464 – –
WAM
48
Wolverine Asset Management
Illinois
$147K 9,448 -45,971 -83%
EC
49
Elequin Capital
New York
$103K 6,636 +6,014 +967%
SWM
50
Spire Wealth Management
Virginia
$32.9K 2,115 +2,000 +1,739%
1
2
3