Purchases and Sales Made in Q4 2025 in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB)
This table provides information about the institutional ownership of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) during Q4 2025. The information is specifically focused on institutions that hold shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
95.8KNew |
$1.46M - $1.51M
|
95.8K
$1.48M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
15.3K+ 10.97% |
$234K - $241K
|
155K
$2.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.95K+ 38.29% |
$60.3K - $62.3K
|
14.3K
$221K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
100+ 0.77% |
$1.53K - $1.58K
|
13K
$201K
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
97+ 0.29% |
$1.48K - $1.53K
|
33.2K
$513K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.56K- 1.79% |
$23.9K - $24.7K
|
85.7K
$1.33M
|
|
|
Jan 16, 2026
Q4 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.75K- 5.31% |
$26.7K - $27.6K
|
31.2K
$483K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-2.19K- 10.46% |
$33.4K - $34.5K
|
18.8K
$290K
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-3.01K- 9.37% |
$45.9K - $47.4K
|
29.1K
$449K
|
|
|
Jan 26, 2026
Q4 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-10.3K- 15.81% |
$157K - $162K
|
54.9K
$849K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.5K- 54.61% |
$206K - $213K
|
11.2K
$174K
|
|