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 Q2	–	Sell	-20,486	Closed	-$531K	–	4677
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 New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Steward Partners Investment Advisory's BMN Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of BlackRock 2037 Municipal Target Term Trust (BMN) in Q2 2026, closing a stake of 20,486 shares — an estimated $531K sold.

Steward Partners Investment Advisory first reported a position in BMN in Q3 2024 and held it in 7 quarters. The position peaked at $872K in Q3 2024. 21 funds tracked by Wall St. Rank hold BMN as of Q2 2026.

Steward Partners Investment Advisory reported no remaining BlackRock 2037 Municipal Target Term Trust position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 20,486 BlackRock 2037 Municipal Target Term Trust shares in Q2 2026, an estimated $531K.
Steward Partners Investment Advisory first reported a position in BlackRock 2037 Municipal Target Term Trust in Q3 2024 and held it in 7 quarters.
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 Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.