Retirement Planning Group (Kansas)’s BlackRock 2037 Municipal Target Term Trust BMN Stock Holding History

Retirement Planning Group (Kansas)’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
2025 Q3	–	Sell	-73,404	Closed	-$1.81M	–	410
2025 Q2	$1.81M	Hold	73,404	–	–	0.08%	95
2025 Q1	$1.86M	Hold	73,404	–	–	0.09%	87
2024 Q4	$1.88M	Hold	73,404	–	–	0.09%	83
2024 Q3	$1.88M	Hold	73,404	–	–	0.1%	87
2024 Q2	$1.81M	Hold	73,404	–	–	0.12%	75
2024 Q1	$1.77M	Buy	+73,404	New	+$1.76M	0.14%	71

Other funds holding BMN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

JCM

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Retirement Planning Group (Kansas)'s BMN Position: Q3 2025 in Review

Retirement Planning Group (Kansas) sold out of BlackRock 2037 Municipal Target Term Trust (BMN) in Q3 2025, closing a stake of 73,404 shares — an estimated $1.81M sold.

Retirement Planning Group (Kansas) first reported a position in BMN in Q1 2024 and held it in 6 quarters. The position peaked at $1.88M in Q4 2024. 20 funds tracked by Wall St. Rank hold BMN as of Q3 2025.

Retirement Planning Group (Kansas) reported no remaining BlackRock 2037 Municipal Target Term Trust position as of Q3 2025 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 73,404 BlackRock 2037 Municipal Target Term Trust shares in Q3 2025, an estimated $1.81M.
Retirement Planning Group (Kansas) first reported a position in BlackRock 2037 Municipal Target Term Trust in Q1 2024 and held it in 6 quarters.
Retirement Planning Group (Kansas)'s BlackRock 2037 Municipal Target Term Trust position peaked at $1.88M in Q4 2024.
20 funds tracked by Wall St. Rank held BlackRock 2037 Municipal Target Term Trust as of Q3 2025.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q3 2025, filed 27 Oct 2025.