Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

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Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
TickerGBAB
CIK #0001495825
CUSIP401664107
Sector -
Address227 West Monroe Street, Chicago, IL 60606
Source [EDGAR]
CIK Filing 2011 - 2025
[0001495825] 3
[0001495825] 4
[0001495825] 8-K
[0001495825] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Morgan Stanley Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust [2024-02-08] 7.0
Guggenheim Capital LLC Guggenheim Build America Bonds Managed Duration Trust [2014-03-12] 7.25
Morgan Stanley Guggenheim Build America Bonds Managed Duration Trust [2014-02-10] 7.3
Form 3/4/5 Filer 2011 - 2025
Guggenheim Taxable Municipal Bond & Investment Grade Debt Tr
Miller Elisabeth
Toupin Ronald E Jr
Brock-Kyle Angela
Chubb Donald A. Jr.
Lydon Thomas F Jr
Sponem Sandra G
Serdensky Evan Loring
Rehder William
Bloch Adam
Brown Steven H.
Szafran Jon
Binder Brian E.
Walsh Anne Bookwalter
Kemp Keith David
McWhinnie Glenn
Nelson Adam J
Bonos Nikolaos
Randall Christopher C.
Arruda Joseph M
Megaris Michael P
Belden William H
Stone Bryan
Oliverius Maynard F.
Farley Jerry B
Li Allen
Friedrich Roman III
Scott Kimberly J.
Lee Amy J.
Catalucci Joanna M.
Maltbie Derek Dale
Edgeworth Ann E.
Cacciapaglia Donald
Kelly Stevens T
Form 13F Holdings
Firm Period DFND Voting Shares
Morgan Stanley [2025-06-30] DFND 3,745 2,684,676
SIT Investment Associates Inc [2025-06-30] SOLE 0 589,739
Wells Fargo & Company/MN [2025-06-30] DFND 1 351,300
LPL Financial LLC [2025-06-30] SOLE 0 234,929
Bank of America Corp /DE/ [2025-06-30] DFND 6,300 231,064
Invesco Ltd. [2025-06-30] DFND 0 229,223
UBS Group AG [2025-06-30] DFND 30,860 200,682
Raymond James Financial Inc [2025-06-30] DFND 15,842 194,229
StoneX Group Inc. [2025-06-30] DFND 0 138,843
Cooper Financial Group [2025-06-30] SOLE 0 128,458
Venture Visionary Partners LLC [2025-06-30] SOLE 121,622 121,622
Fiera Capital Corp [2025-06-30] OTR 111,605 111,605
Whittier Trust Co [2025-06-30] SOLE 100,514 100,514
Janney Montgomery Scott LLC [2025-06-30] SOLE 95,753 95,753
Osaic Holdings Inc [2025-06-30] DFND 0 95,103
Savvy Advisors Inc [2025-06-30] SOLE 0 93,881
Royal Bank of Canada [2025-06-30] DFND 75,408 76,408
Cohen & Steers Inc [2025-06-30] SOLE 74,924 74,924
Wedbush Securities Inc [2025-06-30] SOLE 0 72,785
XCEL Wealth Management LLC [2025-06-30] SOLE 0 68,721
Stifel Financial Corp [2025-06-30] DFND 52,808 58,028
Whipplewood Advisors LLC [2025-06-30] SOLE 0 52,493
Oppenheimer & Co Inc [2025-06-30] SOLE 52,057 52,057
Commonwealth Equity Services LLC [2025-06-30] SOLE 0 46,905
Cetera Investment Advisers [2025-06-30] SOLE 0 44,315
Wolverine Asset Management LLC [2025-06-30] DFND 40,339 40,339
Balyasny Asset Management LP [2025-06-30] SOLE 36,497 36,497
Walker Asset Management LLC [2025-06-30] SOLE 35,538 35,538
Readystate Asset Management LP [2025-06-30] SOLE 33,753 33,753
David J Yvars Group [2025-06-30] SOLE 33,699 33,699
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