BlackRock 2037 Muni TRGT TRMXBMNX
13F holders, Q4 2024 (December 31)18holders −1
1new positions
2sold out
$25.59avg. 13F price*
At the end of Q4 2024, 18 institutions reported holding BlackRock 2037 Muni TRGT TRM (XBMNX) in their 13F filings, down 1 from Q3 2024. 1 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($18.6M), Bank of America Corp. ($3.4M) and Guggenheim Capital LLC ($2.2M).
- Company
- BlackRock 2037 Muni TRGT TRM
- CUSIP
- 09262G108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $34K |
| Exits | 2 | $901K |
All 13F filers, Q3 2024 → Q4 2024: 105,723 shares bought and 66,570 shares sold, net +39,153 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Morgan Stanley | 0.00% | Add +15.7% | 727,494 | $18.6M |
| Bank of America Corp. | 0.00% | Add +0.8% | 132,694 | $3.4M |
| Guggenheim Capital LLC | 0.02% | Reduce -2.2% | 85,501 | $2.2M |
| Retirement Planning Group, LLC | 0.09% | No change | 73,404 | $1.9M |
| Noble Wealth Management PBC | 1.10% | — | 61,991 | $1.6M |
| UBS Group AG | 0.00% | Add +8.0% | 33,984 | $870K |
| Raymond James Financial Inc. | 0.00% | — | 31,950 | $818K |
| Van Eck Associates Corp. | 0.00% | Reduce -12.4% | 30,762 | $787K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 29,306 | $750K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -24.3% | 25,825 | $661K |
| Truist Financial Corp. | 0.00% | Add +10.1% | 21,420 | $548K |
| Wells Fargo & Company | 0.00% | Reduce -38.0% | 20,897 | $535K |
| Royal Bank of Canada | 0.00% | Reduce -16.7% | 20,000 | $511K |
| &partners | 0.00% | No change | 15,087 | $386K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 9,000 | $230K |
| BlackRock, Inc. | 0.00% | No change | 4,000 | $102K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,830 | $47K |
| Westside Investment Management, Inc. | 0.01% | New | 1,334 | $34K |
"% 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.