Wealth Enhancement Advisory Services
BMN icon

Wealth Enhancement Advisory Services’s BlackRock 2037 Municipal Target Term Trust BMN Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-13,546
Closed -$355K – 3608
2025
Q4 		$355K Buy
13,546
+2,009
+17% +$50.5K ﹤0.01% 2775
2025
Q3 		$289K Buy
+11,537
New +$284K ﹤0.01% 2834
2024
Q3 		– Sell
-16,701
Closed -$413K – 2815
2024
Q2 		$413K Buy
16,701
+5,730
+52% +$139K ﹤0.01% 1758
2024
Q1 		$265K Buy
10,971
+129
+1% +$3.09K ﹤0.01% 1998
2023
Q4 		$258K Buy
10,842
+99
+0.9% +$2.3K ﹤0.01% 1924
2023
Q3 		$244K Buy
+10,743
New +$261K ﹤0.01% 1866

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 $1.79B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services's BMN Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of BlackRock 2037 Municipal Target Term Trust (BMN) in Q1 2026, closing a stake of 13,546 shares — an estimated $355K sold.

Wealth Enhancement Advisory Services first reported a position in BMN in Q3 2023 and held it in 6 quarters. The position peaked at $413K in Q2 2024. 21 funds tracked by Wall St. Rank hold BMN as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining BlackRock 2037 Municipal Target Term Trust position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 13,546 BlackRock 2037 Municipal Target Term Trust shares in Q1 2026, an estimated $355K.
  • Wealth Enhancement Advisory Services first reported a position in BlackRock 2037 Municipal Target Term Trust in Q3 2023 and held it in 6 quarters.
  • Wealth Enhancement Advisory Services's BlackRock 2037 Municipal Target Term Trust position peaked at $413K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held BlackRock 2037 Municipal Target Term Trust as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.