Vault-13

BLACKROCK 2037 MUNICIPAL TAR XBMNX

COM · Closed-End Fund · CUSIP 09262G108

21 institutional holders +0 vs Q4 2025
1,651,9571.7m shares reported held*
$42.9mreported value*
1 new 8 added 6 reduced 1 sold out net bought ≈ $3.4m (+131.0k 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 ≈ $25.94.

Trends to Q1 2026

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: 21Q1 26: 2121Q4 22Q3 23Q2 24Q1 25Q1 26
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
Q1 202621

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q2 24: 12 bought or addedQ2 24: 6 cut or sold outQ3 24: 12 bought or addedQ3 24: 8 cut or sold outQ3 24Q4 24: 6 bought or addedQ4 24: 7 cut or sold outQ1 25: 7 bought or addedQ1 25: 7 cut or sold outQ1 25Q2 25: 7 bought or addedQ2 25: 6 cut or sold outQ3 25: 8 bought or addedQ3 25: 8 cut or sold outQ3 25Q4 25: 10 bought or addedQ4 25: 6 cut or sold outQ1 26: 9 bought or addedQ1 26: 7 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024126
Q3 2024128
Q4 202467
Q1 202577
Q2 202576
Q3 202588
Q4 2025106
Q1 202697

Biggest buyers

Hennion & Walsh Asset Management, Inc. Added +61,009+61.0k
GUGGENHEIM CAPITAL LLC Added +44,587+44.6k
MORGAN STANLEY Added +21,114+21.1k
UBS Group AG Added +8,614+8.6k
BANK OF AMERICA CORP /DE/ Added +7,029+7.0k
FARMERS & MERCHANTS INVESTMENTS INC New +6,091+6.1k
DUTCH ASSET Corp Added +2,689+2.7k
RAYMOND JAMES FINANCIAL INC Added +1,080+1.1k
Steward Partners Investment Advisory, LLC Added +70+70

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Sold out -13,546-13.5k
Narwhal Capital Management Reduced -4,127-4.1k
WELLS FARGO & COMPANY/MN Reduced -1,901-1.9k
Noble Wealth Management PBC Reduced -1,200-1.2k
VAN ECK ASSOCIATES CORP Reduced -362-362
TRUIST FINANCIAL CORP Reduced -64-64
Invesco Ltd. Reduced -53-53

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 838,536838.5k $21.8m $21.8m 0.00% Added +21.1k +21,114
2 Hennion & Walsh Asset Management, Inc. 0.11% of their portfolio Parsippany, NJ 131,434131.4k $3.4m $3.4m 0.11% Added +61.0k +61,009
3 GUGGENHEIM CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 125,892125.9k $3.3m $3.3m 0.03% Added +44.6k +44,587
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 122,544122.5k $3.2m $3.2m 0.00% Added +7.0k +7,029
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 73,66373.7k $1.9m $1.9m 0.00% Added +1.1k +1,080
6 UBS Group AG 0.00% of their portfolio ZURICH, V8 70,26770.3k $1.8m $1.8m 0.00% Added +8.6k +8,614
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 64,89664.9k $1.7m $1.7m 0.00% Reduced -1.9k -1,901
8 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 34,08534.1k $884.0k $884.0k 0.00% Reduced -362 -362
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 31,91231.9k $828.0k $828.0k 0.00% Unchanged
10 Jacobi Capital Management LLC 0.03% of their portfolio PITTSTON, PA 24,00024.0k $622.6k $622.6k 0.03% Unchanged
11 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 23,84623.8k $618.6k $618.6k 0.00% Reduced -64 -64
12 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 20,48620.5k $531.4k $531.4k 0.00% Added +70 +70
13 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 18,21118.2k $472.4k $472.4k 0.00% Reduced -53 -53
14 Narwhal Capital Management 0.03% of their portfolio MARIETTA, GA 15,26515.3k $396.0k $396.0k 0.03% Reduced -4.1k -4,127
15 Dorsey & Whitney Trust CO LLC 0.02% of their portfolio SIOUX FALLS, SD 12,00012.0k $311.3k $311.3k 0.02% Unchanged
16 DUTCH ASSET Corp 0.20% of their portfolio SELKIRK, NY 11,55111.6k $299.6k $299.6k 0.20% Added +2.7k +2,689
17 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 11,08711.1k $287.6k $287.6k 0.00% Unchanged
18 Noble Wealth Management PBC 0.12% of their portfolio GREENWOOD VILLAGE, CO 8,6918.7k $225.4k $225.4k 0.12% Reduced -1.2k -1,200
19 FARMERS & MERCHANTS INVESTMENTS INC 0.00% of their portfolio LINCOLN, NE 6,0916.1k $158.0k $158.0k 0.00% New
20 BlackRock, Inc. 0.00% of their portfolio New York, NY 4,0004.0k $103.8k $103.8k 0.00% Unchanged
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,5003.5k $90.8k $90.8k 0.00% Unchanged