BlackRock 2037 Muni TRGT TRMXBMNX
13F holders, Q1 2026 (March 31)21holders
1new positions
1sold out
$25.94avg. 13F price*
At the end of Q1 2026, 21 institutions reported holding BlackRock 2037 Muni TRGT TRM (XBMNX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($21.8M), Hennion & Walsh Asset Management, Inc. ($3.4M) and Guggenheim Capital LLC ($3.3M).
- Company
- BlackRock 2037 Muni TRGT TRM
- CUSIP
- 09262G108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $158K |
| Exits | 1 | $355K |
All 13F filers, Q4 2025 → Q1 2026: 152,283 shares bought and 21,253 shares sold, net +131,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Morgan Stanley | 0.00% | Add +2.6% | 838,536 | $21.8M |
| Hennion & Walsh Asset Management, Inc. | 0.11% | Add +86.6% | 131,434 | $3.4M |
| Guggenheim Capital LLC | 0.03% | Add +54.8% | 125,892 | $3.3M |
| Bank of America Corp. | 0.00% | Add +6.1% | 122,544 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +1.5% | 73,663 | $1.9M |
| UBS Group AG | 0.00% | Add +14.0% | 70,267 | $1.8M |
| Wells Fargo & Company | 0.00% | Reduce -2.9% | 64,896 | $1.7M |
| Van Eck Associates Corp. | 0.00% | Reduce -1.1% | 34,085 | $884K |
| Royal Bank of Canada | 0.00% | No change | 31,912 | $828K |
| Jacobi Capital Management LLC | 0.03% | No change | 24,000 | $623K |
| Truist Financial Corp. | 0.00% | Reduce -0.3% | 23,846 | $619K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 20,486 | $531K |
| Invesco Ltd. | 0.00% | Reduce -0.3% | 18,211 | $472K |
| Narwhal Capital Management | 0.03% | Reduce -21.3% | 15,265 | $396K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 12,000 | $311K |
| DUTCH ASSET Corp | 0.20% | Add +30.3% | 11,551 | $300K |
| &partners | 0.00% | No change | 11,087 | $288K |
| Noble Wealth Management PBC | 0.12% | Reduce -12.1% | 8,691 | $225K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 6,091 | $158K |
| BlackRock, Inc. | 0.00% | No change | 4,000 | $104K |
| Osaic Holdings, Inc. | 0.00% | No change | 3,500 | $91K |
"% 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.