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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
EB
51
Eastern Bank
Massachusetts
$61.5K +$40.6K +2,700 +176%
ASN
52
Advisory Services Network
Georgia
$32.9K +$34.2K +2,271 New
SWM
53
Spire Wealth Management
Virginia
$29K +$30.1K +2,000 New
FC
54
Fairscale Capital
New Hampshire
$23K
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$17.4K
FFA
56
Farther Finance Advisors
California
$11.9K
KTC
57
Kentucky Trust Company
Kentucky
$11.2K
IAIM
58
International Assets Investment Management
Florida
$7.75K
AAM
59
Advisors Asset Management
Colorado
$5.99K +$6.21K +413 New
WTC
60
WhitTier Trust Company
Nevada
$2.52K
HNB
61
Huntington National Bank
Ohio
$1.91K
HWP
62
Highline Wealth Partners
California
$1.89K
DFA
63
DHJJ Financial Advisors
Illinois
$145
SG
64
StoneX Group
New York
-$1.66M -111,324 Closed
RAM
65
Readystate Asset Management
Illinois
-$1.4M -93,845 Closed
WFA
66
WMG Financial Advisors
Tennessee
-$181K -12,150 Closed
AWA
67
Alaska Wealth Advisors
Alaska
-$172K -11,500 Closed
CPSC
68
Carl P. Sherr & Co
Massachusetts
-$173K -11,325 Closed
Nomura Holdings
69
Nomura Holdings
Japan
-$166K -11,125 Closed
HighTower Advisors
70
HighTower Advisors
Illinois
-$156K -10,443 Closed
KAS
71
Kestra Advisory Services
Texas
-$90.1K -6,038 Closed