Type / Class
Equity / Common Shares of Beneficial Interest
Shares outstanding
26,916,500
Total 13F shares
7,186,687
Share change
+501,182
Total reported value
$107,222,681
Price per share
$14.92
Number of holders
61
Value change
+$7,975,168
Number of buys
29
Number of sells
22

Institutional Holders of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust - Common Shares of Beneficial Interest (GBAB) as of Q4 2025

As of 31 Dec 2025, Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust - Common Shares of Beneficial Interest (GBAB) was held by 61 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 7,186,687 shares. The largest 10 holders included MORGAN STANLEY, SIT INVESTMENT ASSOCIATES INC, BANK OF AMERICA CORP /DE/, LPL Financial LLC, WELLS FARGO & COMPANY/MN, UBS Group AG, Cooper Financial Group, Fiera Capital Corp, Venture Visionary Partners LLC, and StoneX Group Inc.. This page lists 61 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.