GBAB on NYSE

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Fund registered in the United States, based in Chicago, active since 2010. Summary from the record

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Last updated Oct 19, 2026.

Overview

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TickerGBAB on NYSE²
HeadquartersChicago, United States²
Incorporated inDE³
Business address227 West Monroe Street, Chicago, Il 60606³
Legal formFUND²
Kind of organizationFund²
LEIO7RPTBV08XOX3ZU53L78²
StatusActive²
LEI statusIssued and current²
Registered addressC/O THE CORPORATION TRUST COMPANY, 19801 Wilmington, United States²
Registered withSecurities and Exchange Commission, 0001495825²

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Leadership

Who has led Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust, and when. Pick a name to see everywhere that person has worked.

Chief executive

Brian E. Binder2018

President

Brian E. Binder2018

Chief financial officer

201520202025

Chief executive officerBrian E. Binder Apr 5, 2018 to Apr 5, 2018⁴
PresidentBrian E. Binder Apr 5, 2018 to Apr 5, 2018⁴
Chief financial officerSteven M. Hill Sep 28, 2010 to Sep 28, 2010⁵
Chief financial officerBruce Albelda Oct 8, 2010 to Oct 8, 2010⁶

Board members and other officers (22)

Chief Compliance OfficerElisabeth Miller Dec 5, 2024 to Dec 5, 2024⁷
Assistant Vice PresidentWilliam Rehder Aug 29, 2019 to Aug 29, 2019⁸
Assistant TreasurerJon Szafran Sep 14, 2018 to Sep 14, 2018⁹
Assistant TreasurerKeith David Kemp Jan 9, 2017 to Jan 9, 2017¹⁰
Assistant TreasurerGlenn McWhinnie Nov 30, 2016 to Nov 30, 2016¹¹
Assistant TreasurerAdam J. Nelson Dec 30, 2015 to Dec 30, 2015¹²
Vice PresidentBryan Stone Apr 11, 2014 to Apr 11, 2014¹³
Assistant TreasurerJoseph M. Arruda Apr 11, 2014 to Apr 11, 2014¹⁴
Assistant SecretaryMichael P. Megaris Apr 11, 2014 to Apr 11, 2014¹⁵
Vice PresidentWilliam H. Belden Apr 11, 2014 to Apr 11, 2014¹⁶
Assistant TreasurerKimberly J. Scott Sep 12, 2013 to Sep 12, 2013¹⁷
Interim CCOAnn E. Edgeworth May 23, 2012 to May 23, 2012¹⁸
Assistant TreasurerDerek Dale Maltbie May 24, 2012 to May 24, 2012¹⁹
Interim CCOJoanna M. Catalucci Oct 5, 2012 to Oct 5, 2012²⁰
Vice PresidentAmy J. Lee Dec 20, 2012 to Dec 20, 2012²¹
Chief Compliance OfficerBruce Saxon Sep 28, 2010 to Sep 28, 2010²²
Assistant TreasurerDonald Swade Sep 28, 2010 to Sep 28, 2010²³
Assistant TreasurerJames Howley Sep 28, 2010 to Sep 28, 2010²⁴
Assistant TreasurerMark Furjanic Sep 28, 2010 to Sep 28, 2010²⁵
SecretaryMark Mathiasen Sep 28, 2010 to Sep 28, 2010²⁶
Assistant SecretaryMelissa J. Nguyen Sep 28, 2010 to Sep 28, 2010²⁷
General counselKevin M. Robinson Sep 28, 2010 to Sep 28, 2010²⁸

Former names

Guggenheim Taxable Municipal Managed Duration TrustAug 8, 2016 to Nov 12, 2020³
Guggenheim Build America Bonds Managed Duration TrustJul 9, 2010 to Jul 29, 2016³

Timeline

Apr 5, 2018New chief executive Brian E. Binder becomes CEO⁴
Jun 30, 2010Founded Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust is founded²

Filings

73 filings to the SEC since October 2021: 4 major events, 6 insider forms, 5 large holders, 58 other. The latest 20:

The 73 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

5 open-market trades by officers, directors and large owners since October 2021: 5 buys and 0 sales. Grants, option exercises and gifts are left out.

Date	Who	Trade	Shares	Price	Value	Filing
Sep 14, 2026	Li Allen	Buy	700	$13.33	$9.3K	Form 4
Sep 8, 2026	Li Allen	Buy	1,000	$13.59	$13.6K	Form 4
Oct 12, 2022	TOUPIN RONALD E JR	Buy	1,000	$15.49	$15.5K	Form 4
Sep 29, 2022	TOUPIN RONALD E JR	Buy	1,000	$15.53	$15.5K	Form 4
Sep 22, 2022	TOUPIN RONALD E JR	Buy	1,000	$15.98	$16.0K	Form 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Morgan StanleySCHEDULE 13G/A, 5 filings Feb 8, 2024 to Aug 13, 2026²⁹

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 60. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Morgan Stanley	3,542,880	$51.2M	0.0%	+374,754
LPL Financial LLC	418,035	$6.0M	0.0%	−65,076
Rivernorth Capital Management, LLC	288,901	$4.2M	0.2%	New
Bank Of America Corp /de/	272,969	$3.9M	0.0%	−316,322
Invesco Ltd.	230,759	$3.3M	0.0%	+39,788
UBS Group AG	193,113	$2.8M	0.0%	−1,613
Wells Fargo & Company/mn	181,841	$2.6M	0.0%	+19,534
Cooper Financial Group	164,368	$2.4M	0.2%	+6,872
Raymond James Financial Inc	158,813	$2.3M	0.0%	−10,527
Osaic Holdings, Inc.	151,322	$2.2M	0.0%	+18,988
Venture Visionary Partners LLC	141,622	$2.0M	0.1%	No change
Fiera Capital Corp	138,884	$2.0M	0.0%	+4,488
Whittier Trust Co	100,514	$1.4M	0.0%	No change
Savvy Advisors, Inc.	83,949	$1.2M	0.0%	+562
Royal Bank Of Canada	82,861	$1.2M	0.0%	−6,524
Daymark Wealth Partners, LLC	82,107	$1.2M	0.0%	−200
Morse Asset Management, Inc	78,944	$1.1M	0.2%	+751
JBR Co Financial Management Inc	69,865	$1.0M	0.4%	+40,813
Cetera Investment Advisers	60,494	$874.8K	0.0%	+4,099
Stifel Financial Corp	55,494	$802.4K	0.0%	−200
Whipplewood Advisors, LLC	52,364	$757.2K	0.5%	−442
Commonwealth Equity Services, LLC	45,558	$658.8K	0.0%	−3,115
NewEdge Advisors, LLC	41,727	$603.4K	0.0%	+12,993
Intellus Advisors LLC	39,668	$573.6K	0.1%	+7,682
Envestnet Asset Management Inc	34,850	$503.9K	0.0%	+3,955

13F reports cover disclosed long positions in U.S. stocks only.

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust filings on SEC EDGAR
2
GLEIFGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust LEI record (O7RPTBV08XOX3ZU53L78)
3
SEC EDGARGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust filings on SEC EDGAR
4
SEC EDGARBrian E. Binder, Chief executive officer
5
SEC EDGARSteven M. Hill, Chief financial officer
6
SEC EDGARBruce Albelda, Chief financial officer
7
SEC EDGARElisabeth Miller, Chief Compliance Officer
8
SEC EDGARWilliam Rehder, Assistant Vice President
9
SEC EDGARJon Szafran, Assistant Treasurer
10
SEC EDGARKeith David Kemp, Assistant Treasurer
11
SEC EDGARGlenn McWhinnie, Assistant Treasurer
12
SEC EDGARAdam J. Nelson, Assistant Treasurer
13
SEC EDGARBryan Stone, Vice President
14
SEC EDGARJoseph M. Arruda, Assistant Treasurer
15
SEC EDGARMichael P. Megaris, Assistant Secretary
16
SEC EDGARWilliam H. Belden, Vice President
17
SEC EDGARKimberly J. Scott, Assistant Treasurer
18
SEC EDGARAnn E. Edgeworth, Interim CCO
19
SEC EDGARDerek Dale Maltbie, Assistant Treasurer
20
SEC EDGARJoanna M. Catalucci, Interim CCO
21
SEC EDGARAmy J. Lee, Vice President
22
SEC EDGARBruce Saxon, Chief Compliance Officer
23
SEC EDGARDonald Swade, Assistant Treasurer
24
SEC EDGARJames Howley, Assistant Treasurer
25
SEC EDGARMark Furjanic, Assistant Treasurer
26
SEC EDGARMark Mathiasen, Secretary
27
SEC EDGARMelissa J. Nguyen, Assistant Secretary
28
SEC EDGARKevin M. Robinson, General counsel
29
SEC EDGARMorgan Stanley SCHEDULE 13G/A on Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust