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BlackRock 2037 Muni Trgt TRM (XBMNX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares131,313 from 132,064
Change-751 (-1%)
Value$2.9M (-$505.2K)
Filed 2026-10-13
Apollon Wealth Management, LLC
NEW
Shares26,067
Change+26,067
Value$573.5K
Filed 2026-10-23
Jacobi Capital Management LLC
DECREASED
Shares22,000 from 24,000
Change-2,000 (-8%)
Value$484.0K (-$132.8K)
Filed 2026-11-05
Narwhal Capital Management
NEW
Shares15,265
Change+15,265
Value$335.8K
Filed 2026-11-04
Dutch Asset Corp
DECREASED
Shares12,493 from 12,781
Change-288 (-2%)
Value$274.9K (-$53.6K)
Filed 2026-10-20
Truist Financial Corp
DECREASED
Shares11,900 from 26,826
Change-14,926 (-56%)
Value$261.8K (-$427.6K)
Filed 2026-10-30
Noble Wealth Management PBC
UNCHANGED
Shares6,941 from 6,941
Change0 (0%)
Value$152.7K (-$25.7K)
Filed 2026-10-01
Farmers & Merchants Investments Inc
UNCHANGED
Shares6,091 from 6,091
Change0 (0%)
Value$134.0K (-$22.5K)
Filed 2026-10-22
Morgan Stanley
N/A
Shares— from 866,222
Change-866,222 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 115,251
Change-115,251 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 75,438
Change-75,438 (-100%)
Value—
UBS Group AG
N/A
Shares— from 72,958
Change-72,958 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 67,896
Change-67,896 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 55,223
Change-55,223 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 36,239
Change-36,239 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 31,912
Change-31,912 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 17,813
Change-17,813 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
&partners
N/A
Shares— from 11,087
Change-11,087 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,465
Change-8,465 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,609
Change-3,609 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
DECREASED131,313132,064-751-1%$3.4M$2.9M-$505.2K2026-10-13
Apollon Wealth Management, LLC
NEW26,067—+26,067——$573.5K—2026-10-23
Jacobi Capital Management LLC
DECREASED22,00024,000-2,000-8%$616.8K$484.0K-$132.8K2026-11-05
Narwhal Capital Management
NEW15,265—+15,265——$335.8K—2026-11-04
Dutch Asset Corp
DECREASED12,49312,781-288-2%$328.5K$274.9K-$53.6K2026-10-20
Truist Financial Corp
DECREASED11,90026,826-14,926-56%$689.4K$261.8K-$427.6K2026-10-30
Noble Wealth Management PBC
UNCHANGED6,9416,94100%$178.4K$152.7K-$25.7K2026-10-01
Farmers & Merchants Investments Inc
UNCHANGED6,0916,09100%$156.5K$134.0K-$22.5K2026-10-22
Morgan Stanley
N/A—866,222-866,222-100%$22.3M———
Bank of America Corp
N/A—115,251-115,251-100%$3.0M———
Raymond James Financial Inc
N/A—75,438-75,438-100%$1.9M———
UBS Group AG
N/A—72,958-72,958-100%$1.9M———
Wells Fargo & Company
N/A—67,896-67,896-100%$1.7M———
Guggenheim Capital LLC
N/A—55,223-55,223-100%$1.4M———
Van Eck Associates Corp
N/A—36,239-36,239-100%$931.3K———
Royal Bank of Canada
N/A—31,912-31,912-100%$820.0K———
Invesco Ltd.
N/A—17,813-17,813-100%$457.8K———
Dorsey & Whitney Trust Co LLC
N/A—12,000-12,000-100%$308.4K———
&partners
N/A—11,087-11,087-100%$284.9K———
Citadel Advisors LLC
N/A—8,465-8,465-100%$217.6K———
BlackRock, Inc.
N/A—4,000-4,000-100%$102.8K———
Osaic Holdings, Inc.
N/A—3,609-3,609-100%$92.8K———
Clear Street Group Inc.
N/A—2,815-2,815-100%$72.3K———
Showing 23 of 23 institutions