Arkadios Wealth Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-227	Closed	-$3K	–	725
2021 Q3	$3K	Sell	227 -1,840	-89%	-$31.6K	﹤0.01%	1692
2021 Q2	$35K	Buy	2,067 +1,668	+418%	+$28.2K	﹤0.01%	1056
2021 Q1	$6K	Sell	399 -163	-29%	-$2.61K	﹤0.01%	1308
2020 Q4	$8K	Buy	+562	New	+$8.57K	﹤0.01%	1010

Other funds holding BLW

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

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arkadios Wealth Advisors's BLW Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2021, closing a stake of 227 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in BLW in Q4 2020 and held it in 4 quarters. The position peaked at $35K in Q2 2021. 80 funds tracked by Wall St. Rank hold BLW as of Q4 2021.

Arkadios Wealth Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 227 BlackRock Limited Duration Income Trust shares in Q4 2021, an estimated $3K.
Arkadios Wealth Advisors first reported a position in BlackRock Limited Duration Income Trust in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's BlackRock Limited Duration Income Trust position peaked at $35K in Q2 2021.
80 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.