Baird Financial Group
BLW icon

Baird Financial Group’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Baird Financial Group’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 		$1.73M Sell
138,427
-12,169
-8% -$153K ﹤0.01% 1153
2026
Q1 		$1.9M Buy
150,596
+11,866
+9% +$160K ﹤0.01% 1067
2025
Q4 		$1.91M Buy
138,730
+342
+0.2% +$4.74K ﹤0.01% 1056
2025
Q3 		$1.94M Buy
138,388
+7,609
+6% +$108K ﹤0.01% 1058
2025
Q2 		$1.85M Buy
130,779
+2,576
+2% +$35.6K ﹤0.01% 1032
2025
Q1 		$1.81M Buy
128,203
+1,926
+2% +$27.4K ﹤0.01% 991
2024
Q4 		$1.78M Buy
126,277
+10,182
+9% +$145K ﹤0.01% 1002
2024
Q3 		$1.68M Sell
116,095
-19,764
-15% -$281K ﹤0.01% 1015
2024
Q2 		$1.9M Buy
135,859
+15,875
+13% +$218K ﹤0.01% 974
2024
Q1 		$1.68M Buy
119,984
+3,627
+3% +$50.6K ﹤0.01% 1001
2023
Q4 		$1.63M Buy
116,357
+5,055
+5% +$65.8K ﹤0.01% 990
2023
Q3 		$1.43M Buy
111,302
+57,417
+107% +$750K ﹤0.01% 1009
2023
Q2 		$694K Sell
53,885
-1,335
-2% -$17.2K ﹤0.01% 1230
2023
Q1 		$724K Buy
55,220
+2,886
+6% +$38.5K ﹤0.01% 1198
2022
Q4 		$684K Sell
52,334
-15,649
-23% -$199K ﹤0.01% 1174
2022
Q3 		$823K Buy
67,983
+406
+0.6% +$5.36K ﹤0.01% 1110
2022
Q2 		$855K Sell
67,577
-551
-0.8% -$7.47K ﹤0.01% 1142
2022
Q1 		$977K Buy
68,128
+23,474
+53% +$349K ﹤0.01% 1159
2021
Q4 		$752K Sell
44,654
-46,533
-51% -$791K ﹤0.01% 1308
2021
Q3 		$1.56M Buy
91,187
+461
+0.5% +$7.92K ﹤0.01% 1033
2021
Q2 		$1.54M Buy
90,726
+3,729
+4% +$63.1K ﹤0.01% 1016
2021
Q1 		$1.46M Buy
86,997
+1,025
+1% +$16.4K ﹤0.01% 999
2020
Q4 		$1.37M Buy
85,972
+1,791
+2% +$27.3K ﹤0.01% 909
2020
Q3 		$1.24M Buy
84,181
+2,709
+3% +$40K ﹤0.01% 886
2020
Q2 		$1.14M Sell
81,472
-16,590
-17% -$224K ﹤0.01% 889
2020
Q1 		$1.24M Buy
98,062
+10,380
+12% +$157K 0.01% 828
2019
Q4 		$1.44M Buy
87,682
+9,837
+13% +$156K 0.01% 871
2019
Q3 		$1.22M Sell
77,845
-3,039
-4% -$46.7K ﹤0.01% 924
2019
Q2 		$1.21M Buy
+80,884
New +$1.2M ﹤0.01% 926

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 $3.6B AUM 30.03% 1-Year Est. Return

Baird Financial Group's BLW Position: Q2 2026 in Review

Baird Financial Group reduced its BlackRock Limited Duration Income Trust (BLW) stake by 8.1% in Q2 2026, selling an estimated $153K and leaving 138,427 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Baird Financial Group first reported a position in BLW in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.94M in Q3 2025. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

  • Baird Financial Group held 138,427 shares of BlackRock Limited Duration Income Trust worth $1.73M as of Q2 2026.
  • Baird Financial Group sold 12,169 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $153K.
  • BlackRock Limited Duration Income Trust made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1153 holding.
  • Baird Financial Group first reported a position in BlackRock Limited Duration Income Trust in Q2 2019 and has held it in 29 quarters since.
  • Baird Financial Group's BlackRock Limited Duration Income Trust position peaked at $1.94M in Q3 2025.
  • 85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.