GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

63 hedge funds and large institutions have $113M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.5M
2 +$1.47M
3 +$1.44M
4
SIA
Sit Investment Associates
Minnesota
+$1.14M
5
Morgan Stanley
Morgan Stanley
New York
+$837K

Top Sellers

1 -$641K
2 -$488K
3 -$426K
4
OC
Oppenheimer & Co
New York
-$332K
5
AA
Armis Advisers
Georgia
-$220K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
Morse Asset Management
Connecticut
$746K
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$720K
OC
28
Oppenheimer & Co
New York
$618K
DJYG
29
David J. Yvars Group
Florida
$497K
IA
30
Intellus Advisors
Florida
$470K
WAM
31
Walker Asset Management
Missouri
$466K
JCFM
32
JBR Co Financial Management
Oklahoma
$433K
PAG
33
Private Advisor Group
New Jersey
$383K
FAG
34
Fortitude Advisory Group
Washington
$342K
Jane Street
35
Jane Street
New York
$313K
NWMP
36
Noble Wealth Management PBC
Colorado
$280K
EPGL
37
Estate Planners Group, LLC
Pennsylvania
$260K
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$251K
NS
39
NBC Securities
Alabama
$244K
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$244K
LSIA
41
LaSalle St. Investment Advisors
Illinois
$222K
CA
42
CoreCap Advisors
Michigan
$213K
SWP
43
Stratos Wealth Partners
Ohio
$194K
IPW
44
Invictus Private Wealth
Colorado
$187K
WFA
45
WMG Financial Advisors
Tennessee
$181K
MFWP
46
Mosaic Family Wealth Partners
Missouri
$174K
CPSC
47
Carl P. Sherr & Co
Massachusetts
$173K
AWA
48
Alaska Wealth Advisors
Alaska
$172K
DAS
49
Dynamic Advisor Solutions
Arizona
$168K
Nomura Holdings
50
Nomura Holdings
Japan
$166K