Savvy Advisors, Inc.
Position in GBAB — Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
CIK 2003633
NEW YORK, NY
Position in GBAB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,213,902
+$4,791 QoQ
Shares Held
83,949
+0.7% QoQ
Ownership
0.303%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#17
of 60 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026Savvy Advisors, Inc. holds $27,576,342 across 58 Asset Management names. GBAB ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,580 | $2,480,824 | |
| 2 | BX |
Blackstone Inc.
|
20,882 | $2,457,184 | |
| 3 | ARCC |
Ares Capital Corp
|
98,491 | $1,825,038 | |
| 4 | GBAB |
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
This page
|
83,949 | $1,213,902 | |
| 5 | MAIN |
Main Street Capital CORP
|
22,718 | $1,178,609 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
57,091 | $1,077,307 | |
| 7 | NTRS |
Northern Trust Corp
|
5,751 | $999,753 | |
| 8 | TSLX |
Sixth Street Specialty Lending, Inc.
|
54,584 | $937,207 |
All Filings in GBAB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,213,902 | 83,949 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,209,111 | 83,387 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,278,166 | 85,668 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,359,074 | 87,232 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,411,970 | 93,881 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,506,281 | 96,867 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,329,042 | 87,437 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||