Company Analysis

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB)

NYSE: GBAB · filing with the SEC since 2010
Grade5.3
◀ Past 5.6● Present 5.1▶ Future 5.3
8 est.

Who owns Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

As filed with the SEC
Holders of 5% or more
1
Morgan Stanley holds 12.8% of Common Shares of Beneficial Interest, as its SCHEDULE 13G/A filed Aug 13, 2026 says.
Directors and officers
0
report now, of 11 people on the record since 2010. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 1 named at left.
Holders of 5% or moreshare of the class, as filed
Morgan Stanley
SCHEDULE 13G/A · filed Aug 13, 2026 · Common Shares of Beneficial Interest · 11.4% in May 12, 2026
12.8%
What GBAB reports owning in othersstakes of 5% or more, and other ties
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust reports no stake in another company in the record.
Insider tradesForm 4
0sales
0purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
1617192022
2022 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window1 of 16 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Li Allenother0$002$0
SI Assistanton GBAB · research, not advice