GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB

Overview Fund Activity

61 hedge funds and large institutions have $101M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
$2.92M
2
LPL Financial
LPL Financial
California
$3.53M
3
RAM
Readystate Asset Management
Illinois
$508K
4
Bank of America
Bank of America
North Carolina
$3.48M
5
IPW
Invictus Private Wealth
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$607K +$465K +30,891 +327%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$549K +$549K +36,497 New
WAM
28
Walker Asset Management
Missouri
$534K -$40.2K -2,675 -7%
RAM
29
Readystate Asset Management
Illinois
$508K -$615K -40,877 -55%
DAS
30
Dynamic Advisor Solutions
Arizona
$506K -$70.7K -4,703 -12%
AA
31
Armis Advisers
Georgia
$505K -$112K -7,316 -18%
DJYG
32
David J. Yvars Group
Florida
$505K +$4.65K +310 +0.9%
JCFM
33
JBR Co Financial Management
Oklahoma
$499K -$63.3K -4,210 -11%
PAG
34
Private Advisor Group
New Jersey
$380K -$14.5K -966 -4%
FAG
35
Fortitude Advisory Group
Washington
$344K – – –
CA
36
CoreCap Advisors
Michigan
$283K -$177K -11,800 -39%
IA
37
Intellus Advisors
Florida
$283K +$21.6K +1,433 +8%
LSIA
38
LaSalle St. Investment Advisors
Illinois
$273K -$25.1K -1,670 -8%
HF
39
HRT Financial
New York
$265K +$81.1K +5,403 +44%
PWM
40
Palacios Wealth Management
Florida
$218K +$218K +14,501 New
WFA
41
WMG Financial Advisors
Tennessee
$214K -$12K -800 -5%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$205K +$205K +13,637 New
NS
43
NBC Securities
Alabama
$197K +$8.4K +559 +4%
SWP
44
Stratos Wealth Partners
Ohio
$194K +$15K +1,000 +8%
Jane Street
45
Jane Street
New York
$189K +$189K +12,561 New
CPSC
46
Carl P. Sherr & Co
Massachusetts
$170K – – –
CHJWM
47
Carlton Hofferkamp & Jenks Wealth Management
Texas
$157K -$903 -60 -0.6%
HighTower Advisors
48
HighTower Advisors
Illinois
$155K -$15.3K -1,020 -9%
BAM
49
Belpointe Asset Management
Nevada
$151K +$151K +10,053 New
AF
50
Allworth Financial
California
$105K +$105K +7,000 New
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2
3