GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB

Overview Fund Activity

61 hedge funds and large institutions have $101M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$8.87M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.4M
3
WA
3
Whipplewood Advisors
Colorado
$789K
4
Wells Fargo
4
Wells Fargo
California
$5.28M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$549K

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$2.92M
2
LPL Financial
2
LPL Financial
California
$3.53M
3
RAM
3
Readystate Asset Management
Illinois
$508K
4
Bank of America
4
Bank of America
North Carolina
$3.48M
5
IPW
5
Invictus Private Wealth
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40.4M +$2.36M +157,007 +6%
SIA
2
Sit Investment Associates
Minnesota
$8.87M +$4M +265,965 +82%
Wells Fargo
3
Wells Fargo
California
$5.28M +$674K +44,783 +15%
LPL Financial
4
LPL Financial
California
$3.53M -$2.37M -157,663 -40%
Bank of America
5
Bank of America
North Carolina
$3.48M -$439K -29,203 -11%
Invesco
6
Invesco
Georgia
$3.45M +$524K +34,845 +18%
UBS Group
7
UBS Group
Switzerland
$3.02M +$295K +19,589 +11%
Raymond James Financial
8
Raymond James Financial
Florida
$2.92M -$3.58M -237,834 -55%
SG
9
StoneX Group
New York
$2.09M +$11.3K +752 +0.5%
CFG
10
Cooper Financial Group
California
$1.93M +$16.3K +1,081 +0.8%
VVP
11
Venture Visionary Partners
Ohio
$1.83M – – –
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$1.68M -$27K -1,797 -2%
WT
13
Whittier Trust
California
$1.51M -$256K -17,007 -14%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.45M -$43.8K -2,885 -3%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.44M +$22.2K +1,474 +2%
SAI
16
Savvy Advisors Inc
New York
$1.41M -$44.9K -2,986 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.15M -$112K -7,468 -9%
Cohen & Steers
18
Cohen & Steers
New York
$1.13M +$375K +24,924 +50%
WS
19
Wedbush Securities
California
$1.1M +$33.7K +2,237 +3%
XWM
20
Xcel Wealth Management
Florida
$1.03M -$6.02K -400 -0.6%
Stifel Financial
21
Stifel Financial
Missouri
$873K -$36.1K -2,399 -4%
WA
22
Whipplewood Advisors
Colorado
$789K +$789K +52,476 +308,682%
OC
23
Oppenheimer & Co
New York
$783K +$273K +18,151 +54%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$705K +$123K +8,183 +21%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$666K +$68.6K +4,563 +11%
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