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Raymond James & Associates’s BlackRock 2037 Municipal Target Term Trust BMN Stock Holding History

Raymond James & Associates’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
Q3 		$479K Sell
18,724
-8,092
-30% -$202K ﹤0.01% 3139
2024
Q2 		$662K Buy
26,816
+64
+0.2% +$1.55K ﹤0.01% 2886
2024
Q1 		$645K Buy
26,752
+42
+0.2% +$1.01K ﹤0.01% 2895
2023
Q4 		$635K Buy
+26,710
New +$619K ﹤0.01% 2809

Other funds holding BMN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James & Associates's BMN Position: Q3 2024 in Review

Raymond James & Associates reduced its BlackRock 2037 Municipal Target Term Trust (BMN) stake by 30% in Q3 2024, selling an estimated $202K and leaving 18,724 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #3139.

Raymond James & Associates first reported a position in BMN in Q4 2023 and has held it in 4 quarters since. The position peaked at $662K in Q2 2024. 19 funds tracked by Wall St. Rank hold BMN as of Q3 2024.

  • Raymond James & Associates held 18,724 shares of BlackRock 2037 Municipal Target Term Trust worth $479K as of Q3 2024.
  • Raymond James & Associates sold 8,092 BlackRock 2037 Municipal Target Term Trust shares in Q3 2024, an estimated $202K.
  • BlackRock 2037 Municipal Target Term Trust made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3139 holding.
  • Raymond James & Associates first reported a position in BlackRock 2037 Municipal Target Term Trust in Q4 2023 and has held it in 4 quarters since.
  • Raymond James & Associates's BlackRock 2037 Municipal Target Term Trust position peaked at $662K in Q2 2024.
  • 19 funds tracked by Wall St. Rank held BlackRock 2037 Municipal Target Term Trust as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.