XBMNX BLACKROCK 2037 MUNICIPAL TAR
FollowCOM (fund)
21 managers (21 13F filers) reported a position in XBMNX shares at 2025-03-31, 1,388,714 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 21
- 13F filers
- 21
- New
- 2
- Added
- 5
- Reduced
- 7
- Sold out
- 0
- Shares held by filers
- 1,388,714
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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 | 799,455 | $20.3M | <0.01% | +71,961 | 13F-HRTimelineGroup |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 103,910 | $2.63M | <0.01% | -28,784 | 13F-HRTimelineGroup |
| GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC | 85,313 | $2.16M | 0.02% | -188 | 13F-HRTimelineGroup |
| Retirement Planning Group, LLC | 73,404 | $1.86M | 0.09% | 0 | 13F-HRTimeline |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 67,021 | $1.7M | <0.01% | +46,124 | 13F-HRTimelineGroup |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 34,076 | $864K | <0.01% | +2,126 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 33,998 | $862K | <0.01% | +14 | 13F-HRTimelineGroup |
| COMMONWEALTH EQUITY SERVICES, LLC | 29,379 | $745K | <0.01% | +73 | 13F-HRTimeline |
| Jacobi Capital Management LLC | 26,000 | $659K | 0.05% | new | 13F-HRTimeline |
| VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP | 25,764 | $653K | <0.01% | -4,998 | 13F-HRTimelineGroup |
| Steward Partners Investment Advisory, L… | 23,854 | $605K | 0.01% | -1,971 | 13F-HRTimeline |
| TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP | 21,200 | $537K | <0.01% | -220 | 13F-HRTimelineGroup |
| Noble Wealth Management PBC | 18,085 | $458K | 0.31% | -43,906 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 16,000 | $406K | <0.01% | -4,000 | 13F-HR/ATimelineGroup |
| &PARTNERS | 15,087 | $379K | <0.01% | 0 | 13F-HRTimeline |
| Dorsey & Whitney Trust CO LLC | 9,000 | $228K | 0.01% | 0 | 13F-HRTimeline |
| BlackRock, Inc.in group BlackRock, Inc. | 4,000 | $101K | <0.01% | 0 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,830 | $46.4K | <0.01% | 0 | 13F-HRTimelineGroup |
| Westside Investment Management, Inc. | 1,334 | $33.8K | 0.01% | 0 | 13F-HRTimeline |
| FMR LLCin group FMR LLC | 4 | $101 | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |