BlackRock 2037 Muni TRGT TRMXBMNX
13F holders, Q1 2025 (March 31)20holders +2
2new positions
0sold out
$25.35avg. 13F price*
At the end of Q1 2025, 20 institutions reported holding BlackRock 2037 Muni TRGT TRM (XBMNX) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Morgan Stanley ($20.3M), Bank of America Corp. ($2.6M) 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $659K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 146,302 shares bought and 84,067 shares sold, net +62,235 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Morgan Stanley | 0.00% | Add +9.9% | 799,455 | $20.3M |
| Bank of America Corp. | 0.00% | Reduce -21.7% | 103,910 | $2.6M |
| Guggenheim Capital LLC | 0.02% | Reduce -0.2% | 85,313 | $2.2M |
| Retirement Planning Group, LLC | 0.09% | No change | 73,404 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +220.7% | 67,021 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Add +6.7% | 34,076 | $864K |
| UBS Group AG | 0.00% | Add +0.0% | 33,998 | $862K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 29,379 | $745K |
| Jacobi Capital Management LLC | 0.05% | New | 26,000 | $659K |
| Van Eck Associates Corp. | 0.00% | Reduce -16.3% | 25,764 | $653K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -7.6% | 23,854 | $605K |
| Truist Financial Corp. | 0.00% | Reduce -1.0% | 21,200 | $537K |
| Noble Wealth Management PBC | 0.31% | Reduce -70.8% | 18,085 | $458K |
| Royal Bank of Canada | 0.00% | Reduce -20.0% | 16,000 | $406K |
| &partners | 0.00% | No change | 15,087 | $379K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 9,000 | $228K |
| BlackRock, Inc. | 0.00% | No change | 4,000 | $101K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,830 | $46K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,334 | $34K |
| FMR LLC | 0.00% | New | 4 | $101 |
"% 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.