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Steward Partners Investment Advisory’s BlackRock 2037 Municipal Target Term Trust BMN Stock Holding History

Steward Partners Investment Advisory’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 		$531K Buy
20,486
+70
+0.3% +$1.86K ﹤0.01% 1492
2025
Q4 		$534K Buy
20,416
+113
+0.6% +$2.84K ﹤0.01% 1386
2025
Q3 		$509K Sell
20,303
-3,551
-15% -$87.5K ﹤0.01% 1367
2025
Q2 		$587K Hold
23,854
– – ﹤0.01% 1218
2025
Q1 		$605K Sell
23,854
-1,971
-8% -$50.1K 0.01% 1133
2024
Q4 		$661K Sell
25,825
-8,289
-24% -$209K 0.01% 1033
2024
Q3 		$872K Buy
+34,114
New +$850K 0.01% 905

Other funds holding BMN

Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Royal Bank of Canada
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

Steward Partners Investment Advisory's BMN Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its BlackRock 2037 Municipal Target Term Trust (BMN) stake by 0.34% in Q1 2026, buying an estimated $1.86K and bringing the position to 20,486 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Steward Partners Investment Advisory first reported a position in BMN in Q3 2024 and has held it in 7 quarters since. The position peaked at $872K in Q3 2024. 21 funds tracked by Wall St. Rank hold BMN as of Q1 2026.

  • Steward Partners Investment Advisory held 20,486 shares of BlackRock 2037 Municipal Target Term Trust worth $531K as of Q1 2026.
  • Steward Partners Investment Advisory bought 70 BlackRock 2037 Municipal Target Term Trust shares in Q1 2026, an estimated $1.86K.
  • BlackRock 2037 Municipal Target Term Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1492 holding.
  • Steward Partners Investment Advisory first reported a position in BlackRock 2037 Municipal Target Term Trust in Q3 2024 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's BlackRock 2037 Municipal Target Term Trust position peaked at $872K in Q3 2024.
  • 21 funds tracked by Wall St. Rank held BlackRock 2037 Municipal Target Term Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.