Jacobi Capital Management’s BlackRock 2037 Municipal Target Term Trust BMN Stock Holding History

Jacobi Capital Management’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
2026 Q2	$617K	Hold	24,000	–	–	0.03%	406
2026 Q1	$623K	Hold	24,000	–	–	0.03%	363
2025 Q4	$628K	Hold	24,000	–	–	0.04%	355
2025 Q3	$602K	Sell	24,000 -2,000	-8%	-$49.3K	0.04%	355
2025 Q2	$640K	Hold	26,000	–	–	0.04%	327
2025 Q1	$659K	Buy	+26,000	New	+$661K	0.05%	314

Other funds holding BMN

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

NWMP

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Jacobi Capital Management's BMN Position: Q2 2026 in Review

Jacobi Capital Management held its BlackRock 2037 Municipal Target Term Trust (BMN) position steady in Q2 2026 at 24,000 shares worth $617K. The position accounts for 0.03% of the portfolio, ranked #406.

Jacobi Capital Management first reported a position in BMN in Q1 2025 and has held it in 6 quarters since. The position peaked at $659K in Q1 2025. 5 funds tracked by Wall St. Rank hold BMN as of Q2 2026.

Jacobi Capital Management held 24,000 shares of BlackRock 2037 Municipal Target Term Trust worth $617K as of Q2 2026.
Jacobi Capital Management left its BlackRock 2037 Municipal Target Term Trust share count unchanged in Q2 2026.
BlackRock 2037 Municipal Target Term Trust made up 0.03% of Jacobi Capital Management's portfolio in Q2 2026, its #406 holding.
Jacobi Capital Management first reported a position in BlackRock 2037 Municipal Target Term Trust in Q1 2025 and has held it in 6 quarters since.
Jacobi Capital Management's BlackRock 2037 Municipal Target Term Trust position peaked at $659K in Q1 2025.
5 funds tracked by Wall St. Rank held BlackRock 2037 Municipal Target Term Trust as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.