Skip to main content
Equibles

Whipplewood Advisors, LLC

Position in GBAB — Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

CIK 2052510 LITTLETON, CO
Back to GBAB Full portfolio

Position in GBAB

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$757,183
-$8,504 QoQ
Shares Held
52,364
-0.8% QoQ
Ownership
0.189%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#25
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, 2026

Whipplewood Advisors, LLC holds $37,105,736 across 49 Asset Management names. GBAB ranks #22 (2.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WEA
Western Asset Premier Bond Fund
 357,034 $3,802,412
2 ARCC
Ares Capital Corp
 177,662 $3,292,076
3 BXSL
Blackstone Secured Lending Fund
 121,437 $2,879,271
4 DFP
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
 93,297 $1,928,448
5 GBDC
GOLUB CAPITAL BDC, Inc.
 112,027 $1,442,907
6 NIM
Nuveen Select Maturities Municipal Fund
 151,035 $1,422,749
7 HTGC
Hercules Capital, Inc.
 83,463 $1,316,211
8 HYT
Blackrock Corporate High Yield Fund, Inc.
 131,117 $1,122,361

All Filings in GBAB

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $757,183 52,364
2026-03-31 $765,687 52,806
2025-12-31 $788,089 52,821
2025-09-30 $822,000 52,760
2025-06-30 $789,494 52,493
2025-03-31 $264 17
2024-12-31 $838,386 55,157