Anchor Investment Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Anchor Investment Management’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
2024 Q2	–	Sell	-500	Closed	-$7.01K	–	1012
2024 Q1	$7.01K	Hold	500	–	–	﹤0.01%	829
2023 Q4	$6.99K	Hold	500	–	–	﹤0.01%	791
2023 Q3	$6.44K	Hold	500	–	–	﹤0.01%	808
2023 Q2	$6.44K	Hold	500	–	–	﹤0.01%	801
2023 Q1	$6.55K	Hold	500	–	–	﹤0.01%	798
2022 Q4	$6.54K	Hold	500	–	–	﹤0.01%	761
2022 Q3	$6.05K	Hold	500	–	–	﹤0.01%	774
2022 Q2	$6.33K	Hold	500	–	–	﹤0.01%	783
2022 Q1	$7.17K	Hold	500	–	–	﹤0.01%	796
2021 Q4	$8.43K	Hold	500	–	–	﹤0.01%	808
2021 Q3	$8.54K	Hold	500	–	–	﹤0.01%	732
2021 Q2	$8.51K	Hold	500	–	–	﹤0.01%	745
2021 Q1	$8.38K	Buy	+500	New	+$8.01K	﹤0.01%	729

Other funds holding BLW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Anchor Investment Management's BLW Position: Q2 2024 in Review

Anchor Investment Management sold out of BlackRock Limited Duration Income Trust (BLW) in Q2 2024, closing a stake of 500 shares — an estimated $7.01K sold.

Anchor Investment Management first reported a position in BLW in Q1 2021 and held it in 13 quarters. The position peaked at $8.54K in Q3 2021. 78 funds tracked by Wall St. Rank hold BLW as of Q2 2024.

Anchor Investment Management reported no remaining BlackRock Limited Duration Income Trust position as of Q2 2024 after selling out during the quarter.
Anchor Investment Management sold 500 BlackRock Limited Duration Income Trust shares in Q2 2024, an estimated $7.01K.
Anchor Investment Management first reported a position in BlackRock Limited Duration Income Trust in Q1 2021 and held it in 13 quarters.
Anchor Investment Management's BlackRock Limited Duration Income Trust position peaked at $8.54K in Q3 2021.
78 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2024.

Based on Anchor Investment Management's 13F filing for Q2 2024, filed 20 Sep 2024.