MAIMON WEALTH MANAGEMENT LTD.
Position in GBAB — Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
CIK 1760401
RA'ANANA, L3
Position in GBAB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$145,000
-$4,200 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GBAB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MAIMON WEALTH MANAGEMENT LTD. holds $546,500 across 4 Asset Management names. GBAB ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBB |
Nuveen Taxable Municipal Income Fund
|
10,000 | $156,600 | |
| 2 | GBAB |
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
This page
|
10,000 | $145,000 | |
| 3 | BLW |
BLACKROCK Ltd DURATION INCOME TRUST
|
10,000 | $125,900 | |
| 4 | PCN |
Pimco Corporate & Income Strategy Fund
|
10,000 | $119,000 |
All Filings in GBAB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $145,000 | 10,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $149,200 | 10,000 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||