Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

BABNYSE

$25.28-0.07 (-0.28% today)

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-7.4%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
Annex Advisory Services, LLC	Not reported	$89.4M	1.53%	Add 4.76%
Raymond James Financial Inc	Not reported	$46.5M	0.01%	Not reported
HighTower Advisors, LLC	Not reported	$42.5M	0.04%	Not reported
Wells Fargo & Company	Not reported	$38.9M	0.01%	Not reported
State of Wisconsin Investment Board	Not reported	$35.4M	0.07%	Not reported
Bank of America Corp	Not reported	$26.7M	0.00%	Not reported
Ameriprise Financial Inc	Not reported	$25.5M	0.01%	Not reported
Gould Asset Management LLC	Not reported	$18.9M	2.98%	Add 5.58%
Morgan Stanley	Not reported	$18.6M	0.00%	Not reported
Sumitomo Mitsui Financial Group, Inc.	Not reported	$17.1M	0.32%	Reduce 3.20%
Envestnet Asset Management Inc	Not reported	$16.8M	0.00%	Not reported
Conning Inc.	Not reported	$13.2M	0.39%	Not reported
Kingsview Wealth Management, LLC	Not reported	$12.9M	0.16%	Add 8.34%
Tortoise Investment Management, LLC	Not reported	$12.5M	0.93%	Not reported
Rational Advisors, Inc.	Not reported	$12M	1.11%	Not reported
LPL Financial LLC	Not reported	$11.8M	0.00%	Not reported
UBS Group AG	Not reported	$11.3M	0.00%	Not reported
Bank of Montreal	Not reported	$10.7M	0.00%	Not reported
Northwestern Mutual Wealth Management Co	Not reported	$9.71M	0.01%	Not reported
Maltin Wealth Management, Inc.	Not reported	$8.05M	2.69%	Not reported
Elevation Capital Advisory, LLC	Not reported	$7.69M	2.97%	Reduce 0.01%
Guggenheim Capital LLC	Not reported	$7.43M	0.05%	Reduce 4.06%
Jane Street Group, LLC	Not reported	$6.96M	0.00%	Not reported
NewEdge Wealth, LLC	Not reported	$6.95M	0.07%	Add 0.65%
Bank of New York Mellon Corp	Not reported	$6.73M	0.00%	Not reported
Invesco Ltd.	Not reported	$5.73M	0.00%	Not reported
Stifel Financial Corp	Not reported	$5.54M	0.00%	Not reported
Barclays PLC	Not reported	$5.37M	0.00%	Not reported
Shelter Mutual Insurance Co	Not reported	$5.33M	1.13%	Not reported
Hobbs Group Advisors, LLC	Not reported	$5.28M	1.39%	Add 6.30%
Cambridge Investment Research Advisors, Inc.	Not reported	$5M	0.01%	Not reported
Keybank National Association	Not reported	$4.74M	0.02%	Reduce 9.08%
Wealthspire Advisors, LLC	Not reported	$4.66M	0.03%	Not reported
Jones Financial Companies LLLP	Not reported	$4.09M	0.00%	Not reported
Oceanside Advisors LLC	Not reported	$3.68M	1.86%	Add 6.49%
Hudson Capital Management LLC	Not reported	$3.63M	0.88%	Add 11.09%
Cetera Investment Advisers	Not reported	$3.61M	0.00%	Not reported
Money Concepts Capital Corp	Not reported	$3.58M	0.17%	Add 2.24%
Corient Private Wealth LP	Not reported	$3.53M	0.00%	Not reported
D L Carlson Investment Group Inc	Not reported	$3.41M	0.54%	Add 5.02%
Donaldson Capital Management, LLC	Not reported	$3.27M	0.09%	Add 0.57%
Lakeshore Capital Group, Inc.	Not reported	$3.26M	2.41%	Add 3.62%
Freedom Investment Management, Inc.	Not reported	$3.12M	0.87%	Add 0.54%
Osaic Holdings, Inc.	Not reported	$3.06M	0.00%	Not reported
Royal Bank of Canada	Not reported	$2.89M	0.00%	Not reported
Wrapmanager Inc	Not reported	$2.8M	0.88%	Add 2.41%
Astoria Portfolio Advisors LLC.	Not reported	$2.79M	0.47%	Reduce 9.26%
Patten Group, Inc.	Not reported	$2.72M	0.42%	Reduce 6.57%
Mirae Asset Global Investments Co., Ltd.	Not reported	$2.69M	0.00%	Not reported
BNP Paribas Financial Markets	Not reported	$2.5M	0.00%	Not reported

50 of 169 holders

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