UBS Group
BMN icon

UBS Group’s BlackRock 2037 Municipal Target Term Trust BMN Stock Holding History

UBS Group’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 		$1.88M Buy
72,958
+2,691
+4% +$69.6K ﹤0.01% 5163
2026
Q1 		$1.82M Buy
70,267
+8,614
+14% +$228K ﹤0.01% 5060
2025
Q4 		$1.61M Sell
61,653
-17,041
-22% -$428K ﹤0.01% 5159
2025
Q3 		$1.97M Buy
78,694
+8,216
+12% +$202K ﹤0.01% 4967
2025
Q2 		$1.74M Buy
70,478
+36,480
+107% +$886K ﹤0.01% 4963
2025
Q1 		$862K Buy
33,998
+14
+0% +$356 ﹤0.01% 5409
2024
Q4 		$870K Buy
33,984
+2,519
+8% +$63.6K ﹤0.01% 5423
2024
Q3 		$805K Sell
31,465
-6,176
-16% -$154K ﹤0.01% 4842
2024
Q2 		$930K Buy
37,641
+5,999
+19% +$146K ﹤0.01% 4480
2024
Q1 		$763K Sell
31,642
-5,697
-15% -$137K ﹤0.01% 4833
2023
Q4 		$888K Sell
37,339
-15,296
-29% -$355K ﹤0.01% 4606
2023
Q3 		$1.2M Sell
52,635
-6,180
-11% -$150K ﹤0.01% 3918
2023
Q2 		$1.46M Buy
58,815
+2,922
+5% +$73.3K ﹤0.01% 3850
2023
Q1 		$1.41M Buy
55,893
+19,893
+55% +$499K ﹤0.01% 3788
2022
Q4 		$880K Buy
+36,000
New +$907K ﹤0.01% 4196

Other funds holding BMN

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

UBS Group's BMN Position: Q2 2026 in Review

UBS Group increased its BlackRock 2037 Municipal Target Term Trust (BMN) stake by 3.8% in Q2 2026, buying an estimated $69.6K and bringing the position to 72,958 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #5163.

UBS Group first reported a position in BMN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.97M in Q3 2025. 21 funds tracked by Wall St. Rank hold BMN as of Q2 2026.

  • UBS Group held 72,958 shares of BlackRock 2037 Municipal Target Term Trust worth $1.88M as of Q2 2026.
  • UBS Group bought 2,691 BlackRock 2037 Municipal Target Term Trust shares in Q2 2026, an estimated $69.6K.
  • BlackRock 2037 Municipal Target Term Trust made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5163 holding.
  • UBS Group first reported a position in BlackRock 2037 Municipal Target Term Trust in Q4 2022 and has held it in 15 quarters since.
  • UBS Group's BlackRock 2037 Municipal Target Term Trust position peaked at $1.97M in Q3 2025.
  • 21 funds tracked by Wall St. Rank held BlackRock 2037 Municipal Target Term Trust as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.