Atria Wealth Solutions’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-11,700	Closed	-$165K	–	1507
2025 Q1	$165K	Hold	11,700	–	–	﹤0.01%	1750
2024 Q4	$165K	Sell	11,700 -2,500	-18%	-$35.7K	﹤0.01%	1860
2024 Q3	$206K	Hold	14,200	–	–	﹤0.01%	1776
2024 Q2	$198K	Hold	14,200	–	–	﹤0.01%	1789
2024 Q1	$199K	Hold	14,200	–	–	﹤0.01%	1832
2023 Q4	$199K	Sell	14,200 -1,820	-11%	-$23.7K	﹤0.01%	1783
2023 Q3	$206K	Hold	16,020	–	–	﹤0.01%	1683
2023 Q2	$206K	Hold	16,020	–	–	﹤0.01%	1677
2023 Q1	$210K	Buy	16,020 +4,750	+42%	+$63.3K	﹤0.01%	1649
2022 Q4	$147K	Sell	11,270 -16,165	-59%	-$206K	﹤0.01%	1662
2022 Q3	$332K	Buy	+27,435	New	+$362K	0.01%	1242
2022 Q2	–	Sell	-19,270	Closed	-$276K	–	1652
2022 Q1	$276K	Buy	+19,270	New	+$286K	﹤0.01%	1361

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

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

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

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

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

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

BZWA

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atria Wealth Solutions's BLW Position: Q2 2025 in Review

Atria Wealth Solutions sold out of BlackRock Limited Duration Income Trust (BLW) in Q2 2025, closing a stake of 11,700 shares — an estimated $165K sold.

Atria Wealth Solutions first reported a position in BLW in Q1 2022 and held it in 12 quarters. The position peaked at $332K in Q3 2022. 77 funds tracked by Wall St. Rank hold BLW as of Q2 2025.

Atria Wealth Solutions reported no remaining BlackRock Limited Duration Income Trust position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 11,700 BlackRock Limited Duration Income Trust shares in Q2 2025, an estimated $165K.
Atria Wealth Solutions first reported a position in BlackRock Limited Duration Income Trust in Q1 2022 and held it in 12 quarters.
Atria Wealth Solutions's BlackRock Limited Duration Income Trust position peaked at $332K in Q3 2022.
77 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.