GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB

Overview Fund Activity

61 hedge funds and large institutions have $102M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
61
Holders Change
-10
Holders Change %
-14.08%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
27
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$5.04M
2
Raymond James Financial
2
Raymond James Financial
Florida
$6.72M
3
LPL Financial
3
LPL Financial
California
$6.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$39.3M
5
Wells Fargo
5
Wells Fargo
California
$4.77M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$922K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.3M
3
WAM
3
Wolverine Asset Management
Illinois
$147K
4
RAM
4
Readystate Asset Management
Illinois
$1.16M
5
RCG
5
Regatta Capital Group
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
51
Huntington National Bank
Ohio
– – – –
FC
52
Fairscale Capital
New Hampshire
$24.7K 1,587 -500 -24%
EB
53
Eastern Bank
Massachusetts
$23.9K 1,538 – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$18.7K 1,200 +200 +20%
FFA
55
Farther Finance Advisors
California
$12.7K 820 -8,515 -91%
KTC
56
Kentucky Trust Company
Kentucky
$12.1K 775 – –
Comerica Bank
57
Comerica Bank
Texas
$9.33K 600 – –
SPIA
58
Steward Partners Investment Advisory
New York
$3.73K 240 – –
WTC
59
WhitTier Trust Company
Nevada
$2.72K 175 – –
SIS
60
Sound Income Strategies
Florida
$622 40 – –
DFA
61
DHJJ Financial Advisors
Illinois
$156 10 – –
IA
62
IFP Advisors
Florida
$124 8 – –
RCG
63
Regatta Capital Group
California
– – -23,692 Closed
VF
64
Virtu Financial
New York
– – -17,497 Closed
Nomura Holdings
65
Nomura Holdings
Japan
– – -17,322 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– – -15,839 Closed
SPC
67
Sigma Planning Corp
Michigan
– – -12,033 Closed
PWM
68
Palacios Wealth Management
Florida
– – -10,431 Closed
VHAM
69
Van Hulzen Asset Management
California
– – -3,825 Closed
OP
70
ORG Partners
Indiana
– – -438 Closed
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
– – -400 Closed
Fidelity Investments
72
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
– – – –
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