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GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB

64 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 9 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

5% more funds holding

Funds holding: 61 → 64 (+3)

1.75% more ownership

Funds ownership: 26.68% → 28.43% (+1.8%)

3% more capital invested

Capital invested by funds: $111M → $113M (+$2.79M)

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.5M
2
DWP
Daymark Wealth Partners
Ohio
+$1.47M
3
RAM
Readystate Asset Management
Illinois
+$1.44M
4
SIA
Sit Investment Associates
Minnesota
+$1.14M
5
Morgan Stanley
Morgan Stanley
New York
+$837K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$641K
2
Wells Fargo
Wells Fargo
California
-$488K
3
SG
StoneX Group
New York
-$426K
4
OC
Oppenheimer & Co
New York
-$332K
5
AA
Armis Advisers
Georgia
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$156K +$1.04K +68 +0.7%
BAM
52
Belpointe Asset Management
Nevada
$154K +$1.43K +93 +0.9%
MWM
53
Maimon Wealth Management
Israel
$149K +$154K +10,000 New
KAS
54
Kestra Advisory Services
Texas
$90.1K +$92.8K +6,038 New
FC
55
Fairscale Capital
New Hampshire
$23.7K – – –
EB
56
Eastern Bank
Massachusetts
$22.9K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$17.9K – – –
FFA
58
Farther Finance Advisors
California
$12.2K – – –
KTC
59
Kentucky Trust Company
Kentucky
$11.6K – – –
Comerica Bank
60
Comerica Bank
Texas
$8.95K – – –
IAIM
61
International Assets Investment Management
Florida
$7.97K +$8.21K +534 New
HNB
62
Huntington National Bank
Ohio
$2.97K – – –
WTC
63
WhitTier Trust Company
Nevada
$2.6K – – –
HWP
64
Highline Wealth Partners
California
$1.94K – – –
DFA
65
DHJJ Financial Advisors
Illinois
$150 – – –
GP
66
Gridiron Partners
Pennsylvania
– -$34.1K -35,737 Closed
AA
67
Armis Advisers
Georgia
– -$220K -14,054 Closed
ASN
68
Advisory Services Network
Georgia
– -$35.4K -2,271 Closed
SWM
69
Spire Wealth Management
Virginia
– -$896 -58 Closed
IA
70
IFP Advisors
Florida
– -$125 -8 Closed
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
– -$72 -4 Closed
1 2
3

GBAB Hedge Fund Activity: Q4 2025 in Review

64 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) for Q4 2025, worth a combined $113M — up 2.5% from $111M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GBAB positions and 6 closed out — a net gain of 3 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $2.5M. The largest seller was Invesco, cutting an estimated $641K.

  • 64 institutional investors held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) as of Q4 2025, up from 61 in Q3 2025.
  • Funds reported $113M of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust stock for Q4 2025, up 2.5% quarter-over-quarter.
  • 9 funds opened new Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust positions in Q4 2025 and 6 closed out, a net change of +3 holders.
  • The largest Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust buyer in Q4 2025 was Bank of America, an estimated $2.5M added.
  • The largest Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust seller in Q4 2025 was Invesco, an estimated $641K sold.

Based on aggregated 13F filings for Q4 2025.