Type / Class
Equity / Common Shares of Beneficial Interest
Shares outstanding
26,916,500
Total 13F shares
7,126,574
Share change
+388,349
Total reported value
$110,512,926
Price per share
$15.58
Number of holders
62
Value change
+$6,143,207
Number of buys
29
Number of sells
25

Institutional Holders of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust - Common Shares of Beneficial Interest (GBAB) as of Q3 2025

As of 30 Sep 2025, Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust - Common Shares of Beneficial Interest (GBAB) was held by 62 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 7,126,574 shares. The largest 10 holders included MORGAN STANLEY, SIT INVESTMENT ASSOCIATES INC, LPL Financial LLC, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, Invesco Ltd., RAYMOND JAMES FINANCIAL INC, UBS Group AG, Cooper Financial Group, and StoneX Group Inc.. This page lists 62 institutional shareholders reporting positions in this security for the Q3 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.