UBS Group
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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
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 $1.66T 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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group's BMN Position: Q1 2026 in Review

UBS Group increased its BlackRock 2037 Municipal Target Term Trust (BMN) stake by 14% in Q1 2026, buying an estimated $228K and bringing the position to 70,267 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #5060.

UBS Group first reported a position in BMN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.97M in Q3 2025. 21 funds tracked by Wall St. Rank hold BMN as of Q1 2026.

  • UBS Group held 70,267 shares of BlackRock 2037 Municipal Target Term Trust worth $1.82M as of Q1 2026.
  • UBS Group bought 8,614 BlackRock 2037 Municipal Target Term Trust shares in Q1 2026, an estimated $228K.
  • BlackRock 2037 Municipal Target Term Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5060 holding.
  • UBS Group first reported a position in BlackRock 2037 Municipal Target Term Trust in Q4 2022 and has held it in 14 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 Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.