Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
59 hedge funds and large institutions have $119M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2026 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 7 closing their positions.
96% more capital inflows, than outflows
Capital inflows: $14.8M | Capital outflows: $7.56M
1.78% more ownership
Funds ownership: 28.1% → 29.87% (+1.8%)
5% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 21
5% less funds holding
Funds holding: 62 → 59 (-3)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.34M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$4.12M |
| 3 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.82M |
| 4 |
JCFM
JBR Co Financial Management
Ardmore,
Oklahoma
|
+$582K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$567K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.51M |
| 2 |
LPL Financial
San Diego,
California
|
-$928K |
| 3 |
Wolverine Asset Management
Chicago,
Illinois
|
-$418K |
| 4 |
XWM
Xcel Wealth Management
Holly Hill,
Florida
|
-$226K |
| 5 |
Oppenheimer & Co
New York
|
-$203K |
GBAB Hedge Fund Activity: Q2 2026 in Review
59 of the 8,354 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) for Q2 2026, worth a combined $119M — up 6% from $112M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of GBAB and 5 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 22 added.
The largest buyer was Morgan Stanley, adding an estimated $5.34M. The largest seller was Bank of America, cutting an estimated $4.51M.
- 59 institutional investors held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) as of Q2 2026, down from 62 in Q1 2026.
- Funds reported $119M of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust stock for Q2 2026, up 6% quarter-over-quarter.
- 5 funds opened new Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust positions in Q2 2026 and 7 closed out, a net change of -2 holders.
- The largest Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust buyer in Q2 2026 was Morgan Stanley, an estimated $5.34M added.
- The largest Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust seller in Q2 2026 was Bank of America, an estimated $4.51M sold.
Based on aggregated 13F filings for Q2 2026.