Vault-13

BLACKROCK 2037 MUNICIPAL TAR XBMNX

COM · Closed-End Fund · CUSIP 09262G108

21 institutional holders +1 vs Q3 2025
1,520,9271.5m shares reported held*
$39.8mreported value*
1 new 9 added 5 reduced 1 sold out net bought ≈ $3.3m (+126.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $26.18.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0102030Q4 22: 7Q1 23: 7Q2 23: 8Q3 23: 12Q4 23: 18Q1 24: 19Q2 24: 22Q3 24: 20Q4 24: 19Q1 25: 21Q2 25: 19Q3 25: 20Q4 25: 2121Q4 22Q3 23Q2 24Q1 25Q4 25
Numbers
QuarterHolders
Q4 20227
Q1 20237
Q2 20238
Q3 202312
Q4 202318
Q1 202419
Q2 202422
Q3 202420
Q4 202419
Q1 202521
Q2 202519
Q3 202520
Q4 202521

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q1 24: 10 bought or addedQ1 24: 6 cut or sold outQ2 24: 12 bought or addedQ2 24: 6 cut or sold outQ2 24Q3 24: 12 bought or addedQ3 24: 8 cut or sold outQ4 24: 6 bought or addedQ4 24: 7 cut or sold outQ4 24Q1 25: 7 bought or addedQ1 25: 7 cut or sold outQ2 25: 7 bought or addedQ2 25: 6 cut or sold outQ2 25Q3 25: 8 bought or addedQ3 25: 8 cut or sold outQ4 25: 10 bought or addedQ4 25: 6 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024106
Q2 2024126
Q3 2024128
Q4 202467
Q1 202577
Q2 202576
Q3 202588
Q4 2025106

Biggest buyers

Hennion & Walsh Asset Management, Inc. New +70,425+70.4k
RAYMOND JAMES FINANCIAL INC Added +39,679+39.7k
ROYAL BANK OF CANADA Added +13,212+13.2k
BANK OF AMERICA CORP /DE/ Added +11,420+11.4k
VAN ECK ASSOCIATES CORP Added +6,782+6.8k
Dorsey & Whitney Trust CO LLC Added +3,000+3.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +2,009+2.0k
Invesco Ltd. Added +802+802
Narwhal Capital Management Added +405+405
Steward Partners Investment Advisory, LLC Added +113+113

Biggest sellers

UBS Group AG Reduced -17,041-17.0k
OSAIC HOLDINGS, INC. Reduced -1,500-1.5k
Westside Investment Management, Inc. Sold out -1,334-1.3k
GUGGENHEIM CAPITAL LLC Reduced -764-764
MORGAN STANLEY Reduced -486-486
TRUIST FINANCIAL CORP Reduced -51-51

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
MORGAN STANLEY 13G · institution +1.1 pts · filed 2026-08-12 14.1% +1.1 pts 866.2k≈ $22.3m 2026-08-12

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 817,422817.4k $21.4m $21.4m 0.00% Reduced -486 -486
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 115,515115.5k $3.0m $3.0m 0.00% Added +11.4k +11,420
3 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 81,30581.3k $2.1m $2.1m 0.02% Reduced -764 -764
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 72,58372.6k $1.9m $1.9m 0.00% Added +39.7k +39,679
5 Hennion & Walsh Asset Management, Inc. 0.06% of their portfolio Parsippany, NJ 70,42570.4k $1.8m $1.8m 0.06% New
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 66,79766.8k $1.7m $1.7m 0.00% Unchanged
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 61,65361.7k $1.6m $1.6m 0.00% Reduced -17.0k -17,041
8 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 34,44734.4k $902.0k $902.0k 0.00% Added +6.8k +6,782
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 31,91231.9k $835.0k $835.0k 0.00% Added +13.2k +13,212
10 Jacobi Capital Management LLC 0.04% of their portfolio PITTSTON, PA 24,00024.0k $628.3k $628.3k 0.04% Unchanged
11 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 23,91023.9k $626.0k $626.0k 0.00% Reduced -51 -51
12 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 20,41620.4k $534.5k $534.5k 0.00% Added +113 +113
13 Narwhal Capital Management 0.04% of their portfolio MARIETTA, GA 19,39219.4k $507.7k $507.7k 0.04% Added +405 +405
14 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 18,26418.3k $478.2k $478.2k 0.00% Added +802 +802
15 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 13,54613.5k $354.6k $354.6k 0.00% Added +2.0k +2,009
16 Dorsey & Whitney Trust CO LLC 0.02% of their portfolio SIOUX FALLS, SD 12,00012.0k $314.2k $314.2k 0.02% Added +3.0k +3,000
17 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 11,08711.1k $290.2k $290.2k 0.00% Unchanged
18 Noble Wealth Management PBC 0.13% of their portfolio GREENWOOD VILLAGE, CO 9,8919.9k $258.9k $258.9k 0.13% Unchanged
19 DUTCH ASSET Corp 0.18% of their portfolio SELKIRK, NY 8,8628.9k $232.0k $232.0k 0.18% First filing
20 BlackRock, Inc. 0.00% of their portfolio New York, NY 4,0004.0k $104.7k $104.7k 0.00% Unchanged
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,5003.5k $91.6k $91.6k 0.00% Reduced -1.5k -1,500