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XBMNX BLACKROCK 2037 MUNICIPAL TAR

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COM (fund)

19 managers (19 13F filers) reported a position in XBMNX shares at 2025-06-30, 1,402,492 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.

Managers
19
13F filers
19
New
0
Added
6
Reduced
6
Sold out
1
Shares held by filers
1,402,492

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY802,060$19.7M<0.01%+2,60513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/98,805$2.43M<0.01%-5,10513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC83,887$2.07M0.02%-1,42613F-HRTimelineGroup
Retirement Planning Group, LLC73,404$1.81M0.08%013F-HRTimeline
UBS Group AGin group UBS Group AG70,478$1.74M<0.01%+36,48013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN69,131$1.7M<0.01%+2,11013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,158$767K<0.01%-2,91813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC29,799$734K<0.01%+42013F-HRTimeline
Jacobi Capital Management LLC26,000$640K0.04%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP25,447$627K<0.01%-31713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,048$592K<0.01%+2,84813F-HRTimelineGroup
Steward Partners Investment Advisory, L…23,854$587K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,000$345K<0.01%-2,00013F-HR/ATimelineGroup
&PARTNERS11,087$273K<0.01%-4,00013F-HRTimeline
Dorsey & Whitney Trust CO LLC9,000$222K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,000$123K<0.01%+3,17013F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,000$98.5K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.1,334$32.8K0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.