BlackRock 2037 Muni TRGT TRMXBMNX
13F holders, Q3 2024 (September 30)19holders −2
3new positions
5sold out
1famous investor
$25.56avg. 13F price*
At the end of Q3 2024, 19 institutions reported holding BlackRock 2037 Muni TRGT TRM (XBMNX) in their 13F filings, down 2 from Q2 2024. 3 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($16.1M), Bank of America Corp. ($3.4M) and Guggenheim Capital LLC ($2.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- BlackRock 2037 Muni TRGT TRM
- CUSIP
- 09262G108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.7M |
| Exits | 5 | $5.0M |
All 13F filers, Q2 2024 → Q3 2024: 183,769 shares bought and 217,814 shares sold, net −34,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Morgan Stanley | 0.00% | Add +8.1% | 628,715 | $16.1M |
| Bank of America Corp. | 0.00% | Add +8.2% | 131,707 | $3.4M |
| Guggenheim Capital LLC | 0.02% | Add +48.7% | 87,411 | $2.2M |
| Retirement Planning Group, LLC | 0.10% | No change | 73,404 | $1.9M |
| Van Eck Associates Corp. | 0.00% | Add +12.3% | 35,136 | $880K |
| Steward Partners Investment Advisory, LLC | 0.01% | New | 34,114 | $872K |
| Wells Fargo & Company | 0.00% | Add +1.2% | 33,689 | $861K |
| UBS Group AG | 0.00% | Reduce -16.4% | 31,465 | $805K |
| Commonwealth Equity Services, LLC | 0.00% | Add +46.1% | 29,160 | $746K |
| Royal Bank of Canada | 0.00% | Add +20.0% | 24,000 | $613K |
| Citadel Advisors | 0.00% | New | 21,037 | $538K |
| Truist Financial Corp. | 0.00% | Add +129.0% | 19,462 | $498K |
| Raymond James & Associates | 0.00% | Reduce -30.2% | 18,724 | $479K |
| &partners | 0.01% | Reduce -16.6% | 15,087 | $386K |
| HighTower Advisors, LLC | 0.00% | Add +41.7% | 14,168 | $363K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 10,143 | $259K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 9,000 | $230K |
| BlackRock, Inc. | 0.00% | — | 4,000 | $102K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,830 | $47K |
"% 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.