Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
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.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
0.59% more ownership
Funds ownership: 24.44% → 25.03% (+0.59%)
0% more funds holding
Funds holding: 61 → 61 (0)
2% less capital invested
Capital invested by funds: $102M → $101M (-$1.84M)
13% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.98M |
| 2 |
Morgan Stanley
New York
|
+$2.35M |
| 3 |
WA
Whipplewood Advisors
Littleton,
Colorado
|
+$785K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$670K |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$546K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$3.56M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.36M |
| 3 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
-$612K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$437K |
| 5 |
IPW
Invictus Private Wealth
Denver,
Colorado
|
-$335K |
GBAB Hedge Fund Activity: Q2 2025 in Review
61 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) for Q2 2025, worth a combined $101M — down 1.8% from $102M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new GBAB positions and 5 closed out — a net gain of 1 holder — while 20 added to existing stakes and 23 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $3.98M. The largest seller was Raymond James Financial, cutting an estimated $3.56M.
- 61 institutional investors held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $101M of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust stock for Q2 2025, down 1.8% quarter-over-quarter.
- 6 funds opened new Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust positions in Q2 2025 and 5 closed out, a net change of +1 holder.
- The largest Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust buyer in Q2 2025 was Sit Investment Associates, an estimated $3.98M added.
- The largest Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust seller in Q2 2025 was Raymond James Financial, an estimated $3.56M sold.
Based on aggregated 13F filings for Q2 2025.