Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust · Ownership · TradingHolo

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust · Ownership · TradingHolo

Insider activity

Open-market trades from Form 4 filings

Insiders bought $22.92K and sold $0 in the filings shown.

Date	Name	Role	Type	Shares	Value
Mon, 14 Sep 2026	Li Allen	other	P-Purchase	700	$9.33K
Tue, 8 Sep 2026	Li Allen	other	P-Purchase	1,000	$13.59K

Institutional holders

From 13F filings · Tue, 30 Jun 2026

Holder	Shares	% out	Change
MORGAN STANLEY	3,542,880	12.8%	+374,754
LPL Financial LLC	418,035	1.5%	−65,076
RIVERNORTH CAPITAL MANAGEMENT, LLC	288,901	1.0%	—
BANK OF AMERICA CORP /DE/	272,969	1.0%	−316,322
Invesco Ltd.	230,759	0.8%	+39,788
UBS Group AG	193,113	0.7%	−1,613
WELLS FARGO & COMPANY/MN	181,841	0.7%	+19,534
Cooper Financial Group	164,368	0.6%	+6,872
RAYMOND JAMES FINANCIAL INC	158,813	0.6%	−10,527
OSAIC HOLDINGS, INC.	151,322	0.5%	+18,988
Venture Visionary Partners LLC	141,622	0.5%	+0
Fiera Capital Corp	138,884	0.5%	+4,488
WHITTIER TRUST CO	100,514	0.4%	+0
Savvy Advisors, Inc.	83,949	0.3%	+562
ROYAL BANK OF CANADA	82,861	0.3%	−6,524

Float 27,697,727 · outstanding 27,699,500