Annex Advisory Services’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Annex Advisory Services’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	–	Sell	-15,407	Closed	-$194K	–	362
2026 Q1	$194K	Hold	15,407	–	–	﹤0.01%	367
2025 Q4	$212K	Hold	15,407	–	–	﹤0.01%	345
2025 Q3	$216K	Hold	15,407	–	–	﹤0.01%	298
2025 Q2	$218K	Hold	15,407	–	–	0.01%	294
2025 Q1	$218K	Hold	15,407	–	–	0.01%	281
2024 Q4	$218K	Hold	15,407	–	–	0.01%	285
2024 Q3	$223K	Buy	+15,407	New	+$219K	0.01%	266

Other funds holding BLW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Annex Advisory Services's BLW Position: Q2 2026 in Review

Annex Advisory Services sold out of BlackRock Limited Duration Income Trust (BLW) in Q2 2026, closing a stake of 15,407 shares — an estimated $194K sold.

Annex Advisory Services first reported a position in BLW in Q3 2024 and held it in 7 quarters. The position peaked at $223K in Q3 2024. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

Annex Advisory Services reported no remaining BlackRock Limited Duration Income Trust position as of Q2 2026 after selling out during the quarter.
Annex Advisory Services sold 15,407 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $194K.
Annex Advisory Services first reported a position in BlackRock Limited Duration Income Trust in Q3 2024 and held it in 7 quarters.
Annex Advisory Services's BlackRock Limited Duration Income Trust position peaked at $223K in Q3 2024.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.