Intellus Advisors LLC

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

CIK 2055137 NAPLES, FL

Position in GBAB

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$463,797

-$6,153 QoQ

Shares Held

31,986

+1.5% QoQ

Ownership

0.116%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Intellus Advisors LLC holds $8,327,053 across 13 Asset Management names. GBAB ranks #7 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc	14,995	$2,171,126
2	MMD	NYLI MacKay DefinedTerm Muni Opportunities Fund	73,958	$1,098,276
3	PMO	Putnam Municipal Opportunities Trust	95,885	$987,615
4	NZF	Nuveen Municipal Credit Income Fund	63,949	$778,898
5	NBB	Nuveen Taxable Municipal Income Fund	41,949	$656,921
6	PPT	Putnam Premier Income Trust	145,379	$516,095
7	GBAB	Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust This page	31,986	$463,797
8	TSI	Tcw Strategic Income Fund Inc	81,271	$364,906

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$463,797	31,986	+1.5%	Shares	Sole	2026-05-07
2025-12-31	$469,950	31,498	+18.7%	Shares	Sole	2026-02-06
2025-09-30	$413,259	26,525	+41.0%	Shares	Sole	2025-11-12
2025-06-30	$282,842	18,806	+8.2%	Shares	Sole	2025-08-12
2025-03-31	$270,150	17,373	+12.7%	Shares	Sole	2025-05-07
2024-12-31	$234,353	15,418	—	Shares	Sole	2025-02-11
No filing history on record for this holder in this stock.