HighTower Advisors’s BlackRock 2037 Municipal Target Term Trust BMN Stock Holding History

HighTower Advisors’s Portfolio BMN Stock Details BMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14,168	Closed	-$363K	–	3835
2024 Q3	$363K	Buy	14,168 +4,168	+42%	+$104K	﹤0.01%	2661
2024 Q2	$247K	Hold	10,000	–	–	﹤0.01%	2876
2024 Q1	$241K	Hold	10,000	–	–	﹤0.01%	2855
2023 Q4	$238K	Sell	10,000 -500	-5%	-$11.6K	﹤0.01%	2891
2023 Q3	$239K	Buy	10,500 +500	+5%	+$12.1K	﹤0.01%	2772
2023 Q2	$248K	Buy	+10,000	New	+$251K	﹤0.01%	2692

Other funds holding BMN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

HighTower Advisors's BMN Position: Q4 2024 in Review

HighTower Advisors sold out of BlackRock 2037 Municipal Target Term Trust (BMN) in Q4 2024, closing a stake of 14,168 shares — an estimated $363K sold.

HighTower Advisors first reported a position in BMN in Q2 2023 and held it in 6 quarters. The position peaked at $363K in Q3 2024. 18 funds tracked by Wall St. Rank hold BMN as of Q4 2024.

HighTower Advisors reported no remaining BlackRock 2037 Municipal Target Term Trust position as of Q4 2024 after selling out during the quarter.
HighTower Advisors sold 14,168 BlackRock 2037 Municipal Target Term Trust shares in Q4 2024, an estimated $363K.
HighTower Advisors first reported a position in BlackRock 2037 Municipal Target Term Trust in Q2 2023 and held it in 6 quarters.
HighTower Advisors's BlackRock 2037 Municipal Target Term Trust position peaked at $363K in Q3 2024.
18 funds tracked by Wall St. Rank held BlackRock 2037 Municipal Target Term Trust as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.