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GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

62 hedge funds and large institutions have $112M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0.33% less ownership

Funds ownership: 28.43%28.1% (-0.33%)

1% less capital invested

Capital invested by funds: $113M → $112M (-$832K)

3% less funds holding

Funds holding: 6462 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$632K +$32.4K +2,156 +5%
DJYG
27
David J. Yvars Group
Florida
$466K -$8.36K -556 -2%
IA
28
Intellus Advisors
Florida
$464K +$7.34K +488 +2%
WAM
29
Walker Asset Management
Missouri
$453K
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$448K +$212K +14,096 +84%
JCFM
31
JBR Co Financial Management
Oklahoma
$433K
WAM
32
Wolverine Asset Management
Illinois
$418K +$434K +28,836 New
NA
33
NewEdge Advisors
Louisiana
$417K +$432K +28,734 New
PAG
34
Private Advisor Group
New Jersey
$345K -$27.7K -1,840 -7%
Jane Street
35
Jane Street
New York
$335K +$32.1K +2,136 +10%
FAG
36
Fortitude Advisory Group
Washington
$332K
MOS
37
MGO One Seven
Ohio
$298K +$309K +20,563 New
IPW
38
Invictus Private Wealth
Colorado
$268K +$89.5K +5,950 +48%
NWMP
39
Noble Wealth Management PBC
Colorado
$262K -$9.78K -650 -3%
IWP
40
Integrity Wealth Partners
California
$254K +$264K +17,543 New
EPG
41
Estate Planners Group
Pennsylvania
$242K -$11.1K -741 -4%
LSIA
42
LaSalle St. Investment Advisors
Illinois
$234K +$19K +1,264 +8%
NS
43
NBC Securities
Alabama
$226K -$12K -795 -5%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$193K -$45.5K -3,027 -19%
SWP
45
Stratos Wealth Partners
Ohio
$185K -$4.12K -274 -2%
MFWP
46
Mosaic Family Wealth Partners
Missouri
$169K
DAS
47
Dynamic Advisor Solutions
Arizona
$152K -$11.4K -758 -7%
BAM
48
Belpointe Asset Management
Nevada
$151K +$1.46K +97 +0.9%
MWM
49
Maimon Wealth Management
Israel
$140K
CA
50
CoreCap Advisors
Michigan
$134K -$75.2K -5,000 -35%