Ownership history in David J Yvars Group · 21 quarters on record
This page tracks every 13F SEC filing in which David J Yvars Group reported a position in GUGGENHEIM TAXABLE MUNICP BO (GBAB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 33,188 | +97 | +0.3% | 0.26% | $497K | $14.55 |
| 2025 Q3 | REDUCED | 33,091 | -608 | -1.8% | 0.28% | $515K | $14.83 |
| 2025 Q2 | ADDED | 33,699 | +310 | +0.9% | 0.30% | $505K | $13.96 |
| 2025 Q1 | REDUCED | 33,389 | -3,299 | -9.0% | 0.41% | $517K | $14.08 |
| 2024 Q4 | REDUCED | 36,688 | -7,124 | -16.3% | 0.34% | $558K | $13.43 |
| 2024 Q3 | ADDED | 43,812 | +394 | +0.9% | 0.48% | $769K | $15.17 |
| 2024 Q2 | ADDED | 43,418 | +832 | +2.0% | 0.43% | $691K | $13.42 |
| 2024 Q1 | ADDED | 42,586 | +58 | +0.1% | 0.47% | $694K | $13.40 |
| 2023 Q4 | REDUCED | 42,528 | -4,968 | -10.5% | 0.56% | $691K | $13.05 |
| 2023 Q3 | REDUCED | 47,496 | -599 | -1.2% | 0.61% | $735K | $12.22 |
As of 2025 Q4 — sorted by position size