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Almitas Capital’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Almitas Capital’s Portfolio BLW Stock Details BLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$298K Buy
+23,822
New +$299K 0.07% 107
2019
Q1 		– Sell
-44,632
Closed -$597K – 62
2018
Q4 		$597K Buy
+44,632
New +$632K 0.4% 51

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Almitas Capital's BLW Position: Q2 2026 in Review

Almitas Capital opened a new position in BlackRock Limited Duration Income Trust (BLW) in Q2 2026: 23,822 shares worth $298K. The stake represents 0.07% of the portfolio and ranks #107 among its holdings. This is a return to the name: Almitas Capital previously reported a position in BLW as recently as Q4 2018.

Almitas Capital first reported a position in BLW in Q4 2018 and has held it in 2 quarters since. The position peaked at $597K in Q4 2018. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

  • Almitas Capital held 23,822 shares of BlackRock Limited Duration Income Trust worth $298K as of Q2 2026.
  • BlackRock Limited Duration Income Trust was a new Almitas Capital position in Q2 2026.
  • BlackRock Limited Duration Income Trust made up 0.07% of Almitas Capital's portfolio in Q2 2026, its #107 holding.
  • Almitas Capital first reported a position in BlackRock Limited Duration Income Trust in Q4 2018 and has held it in 2 quarters since.
  • Almitas Capital's BlackRock Limited Duration Income Trust position peaked at $597K in Q4 2018.
  • 85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Almitas Capital's 13F filing for Q2 2026, filed 17 Aug 2026.