Osaic Holdings’s BlackRock 2037 Municipal Target Term Trust BMN Stock Holding History

Osaic Holdings’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 Q1	$90.8K	Hold	3,500	–	–	﹤0.01%	4757
2025 Q4	$91.6K	Sell	3,500 -1,500	-30%	-$37.7K	﹤0.01%	4785
2025 Q3	$121K	Hold	5,000	–	–	﹤0.01%	4627
2025 Q2	$123K	Buy	5,000 +3,170	+173%	+$77K	﹤0.01%	4339
2025 Q1	$46.4K	Hold	1,830	–	–	﹤0.01%	4775
2024 Q4	$46.8K	Hold	1,830	–	–	﹤0.01%	4759
2024 Q3	$46.8K	Hold	1,830	–	–	﹤0.01%	4801
2024 Q2	$45.2K	Hold	1,830	–	–	﹤0.01%	4764
2024 Q1	$44.1K	Sell	1,830 -21	-1%	-$503	﹤0.01%	4838
2023 Q4	$44K	Buy	+1,851	New	+$42.9K	﹤0.01%	4988

Other funds holding BMN

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

HWAM

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Osaic Holdings's BMN Position: Q1 2026 in Review

Osaic Holdings held its BlackRock 2037 Municipal Target Term Trust (BMN) position steady in Q1 2026 at 3,500 shares worth $90.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4757.

Osaic Holdings first reported a position in BMN in Q4 2023 and has held it in 10 quarters since. The position peaked at $123K in Q2 2025. 21 funds tracked by Wall St. Rank hold BMN as of Q1 2026.

Osaic Holdings held 3,500 shares of BlackRock 2037 Municipal Target Term Trust worth $90.8K as of Q1 2026.
Osaic Holdings left its BlackRock 2037 Municipal Target Term Trust share count unchanged in Q1 2026.
BlackRock 2037 Municipal Target Term Trust made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4757 holding.
Osaic Holdings first reported a position in BlackRock 2037 Municipal Target Term Trust in Q4 2023 and has held it in 10 quarters since.
Osaic Holdings's BlackRock 2037 Municipal Target Term Trust position peaked at $123K in Q2 2025.
21 funds tracked by Wall St. Rank held BlackRock 2037 Municipal Target Term Trust as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.