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Virtus ETF Advisers’s BlackRock 2037 Municipal Target Term Trust BMN Stock Holding History

Virtus ETF Advisers’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
2024
Q3 		– Sell
-7,972
Closed -$197K – 460
2024
Q2 		$197K Buy
7,972
+2,889
+57% +$70.2K 0.1% 252
2024
Q1 		$123K Buy
5,083
+1,813
+55% +$43.5K 0.07% 345
2023
Q4 		$77.8K Sell
3,270
-1,209
-27% -$28K 0.05% 419
2023
Q3 		$102K Buy
+4,479
New +$109K 0.06% 332

Other funds holding BMN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Virtus ETF Advisers's BMN Position: Q3 2024 in Review

Virtus ETF Advisers sold out of BlackRock 2037 Municipal Target Term Trust (BMN) in Q3 2024, closing a stake of 7,972 shares — an estimated $197K sold.

Virtus ETF Advisers first reported a position in BMN in Q3 2023 and held it in 4 quarters. The position peaked at $197K in Q2 2024. 19 funds tracked by Wall St. Rank hold BMN as of Q3 2024.

  • Virtus ETF Advisers reported no remaining BlackRock 2037 Municipal Target Term Trust position as of Q3 2024 after selling out during the quarter.
  • Virtus ETF Advisers sold 7,972 BlackRock 2037 Municipal Target Term Trust shares in Q3 2024, an estimated $197K.
  • Virtus ETF Advisers first reported a position in BlackRock 2037 Municipal Target Term Trust in Q3 2023 and held it in 4 quarters.
  • Virtus ETF Advisers's BlackRock 2037 Municipal Target Term Trust position peaked at $197K in Q2 2024.
  • 19 funds tracked by Wall St. Rank held BlackRock 2037 Municipal Target Term Trust as of Q3 2024.

Based on Virtus ETF Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.