XBMNX BLACKROCK 2037 MUNICIPAL TAR
FollowCOM (fund)
19 managers (19 13F filers) reported a position in XBMNX shares at 2024-12-31, 1,326,479 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 19
- 13F filers
- 19
- New
- 1
- Added
- 5
- Reduced
- 5
- Sold out
- 2
- Shares held by filers
- 1,326,479
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| MORGAN STANLEYin group MORGAN STANLEY | 727,494 | $18.6M | <0.01% | +98,779 | 13F-HR/ATimelineGroup |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 132,694 | $3.4M | <0.01% | +987 | 13F-HRTimelineGroup |
| GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC | 85,501 | $2.19M | 0.02% | -1,910 | 13F-HRTimelineGroup |
| Retirement Planning Group, LLC | 73,404 | $1.88M | 0.09% | 0 | 13F-HRTimeline |
| Noble Wealth Management PBC | 61,991 | $1.59M | 1.1% | 13F-HRTimeline | |
| UBS Group AGin group UBS Group AG | 33,984 | $870K | <0.01% | +2,519 | 13F-HRTimelineGroup |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 31,950 | $818K | <0.01% | 13F-HR/ATimelineGroup | |
| VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP | 30,762 | $787K | <0.01% | -4,374 | 13F-HRTimelineGroup |
| COMMONWEALTH EQUITY SERVICES, LLC | 29,306 | $750K | <0.01% | +146 | 13F-HRTimeline |
| Steward Partners Investment Advisory, L… | 25,825 | $661K | 0.01% | -8,289 | 13F-HRTimeline |
| TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP | 21,420 | $548K | <0.01% | +1,958 | 13F-HRTimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 20,897 | $535K | <0.01% | -12,792 | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 20,000 | $511K | <0.01% | -4,000 | 13F-HRTimelineGroup |
| &PARTNERS | 15,087 | $386K | <0.01% | 0 | 13F-HRTimeline |
| Dorsey & Whitney Trust CO LLC | 9,000 | $230K | 0.01% | 0 | 13F-HRTimeline |
| BlackRock, Inc.in group BlackRock, Inc. | 4,000 | $102K | <0.01% | 0 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,830 | $46.8K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| Westside Investment Management, Inc. | 1,334 | $34.1K | 0.01% | new | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |