BlackRock 2037 Muni TRGT TRMXBMNX
13F holders, Q2 2024 (June 30)21holders +3
5new positions
2sold out
$24.70avg. 13F price*
At the end of Q2 2024, 21 institutions reported holding BlackRock 2037 Muni TRGT TRM (XBMNX) in their 13F filings, up 3 from Q1 2024. 5 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($14.4M), Bank of America Corp. ($3.0M) and Rivernorth Capital Management, LLC ($2.3M).
- Company
- BlackRock 2037 Muni TRGT TRM
- CUSIP
- 09262G108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.1M |
| Exits | 2 | $145K |
All 13F filers, Q1 2024 → Q2 2024: 293,405 shares bought and 99,733 shares sold, net +193,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Morgan Stanley | 0.00% | Add +16.4% | 581,409 | $14.4M |
| Bank of America Corp. | 0.00% | Add +4.8% | 121,754 | $3.0M |
| Rivernorth Capital Management, LLC | 0.11% | Reduce -44.0% | 92,688 | $2.3M |
| Retirement Planning Group, LLC | 0.12% | No change | 73,404 | $1.8M |
| Eight 31 Financial, LLC | 1.30% | New | 68,200 | $1.7M |
| Guggenheim Capital LLC | 0.01% | New | 58,778 | $1.5M |
| UBS Group AG | 0.00% | Add +19.0% | 37,641 | $930K |
| Wells Fargo & Company | 0.00% | Add +78.1% | 33,290 | $822K |
| Van Eck Associates Corp. | 0.00% | Reduce -17.6% | 31,278 | $773K |
| Raymond James & Associates | 0.00% | Add +0.2% | 26,816 | $662K |
| Royal Bank of Canada | 0.00% | Add +150.0% | 20,000 | $494K |
| Commonwealth Equity Services, LLC | 0.00% | New | 19,964 | $493K |
| &partners | 0.02% | No change | 18,087 | $447K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +52.2% | 16,701 | $413K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -48.6% | 14,985 | $370K |
| HighTower Advisors, LLC | 0.00% | No change | 10,000 | $247K |
| Dorsey & Whitney Trust CO LLC | 0.02% | New | 9,000 | $222K |
| Truist Financial Corp. | 0.00% | New | 8,500 | $210K |
| Virtus Advisers, LLC | 0.10% | Add +56.8% | 7,972 | $197K |
| BlackRock Inc. | 0.00% | No change | 4,000 | $99K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,830 | $45K |
"% of holder's portfolio" is XBMNX's weight in each manager's 13F, not the share of BlackRock 2037 Muni TRGT TRM the manager owns.