Bartlett & Co Wealth Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Bartlett & Co Wealth 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
2026 Q2	$23.7K	Hold	1,900	–	–	﹤0.01%	861
2026 Q1	$24.2K	Hold	1,900	–	–	﹤0.01%	796
2025 Q4	$26.1K	Hold	1,900	–	–	﹤0.01%	772
2025 Q3	$26.6K	Hold	1,900	–	–	﹤0.01%	773
2025 Q2	$26.9K	Hold	1,900	–	–	﹤0.01%	763
2025 Q1	$26.9K	Hold	1,900	–	–	﹤0.01%	770
2024 Q4	$26.8K	Hold	1,900	–	–	﹤0.01%	761
2024 Q3	$27.5K	Hold	1,900	–	–	﹤0.01%	762
2024 Q2	$26.5K	Hold	1,900	–	–	﹤0.01%	776
2024 Q1	$26.7K	Hold	1,900	–	–	﹤0.01%	774
2023 Q4	$26.2K	Hold	1,900	–	–	﹤0.01%	824
2023 Q3	$24.5K	Hold	1,900	–	–	﹤0.01%	778
2023 Q2	$24.5K	Hold	1,900	–	–	﹤0.01%	786
2023 Q1	$24.9K	Hold	1,900	–	–	﹤0.01%	676
2022 Q4	$24.8K	Hold	1,900	–	–	﹤0.01%	681
2022 Q3	$23K	Hold	1,900	–	–	﹤0.01%	677
2022 Q2	$24K	Hold	1,900	–	–	﹤0.01%	699
2022 Q1	$27.2K	Buy	+1,900	New	+$28.2K	﹤0.01%	684
2021 Q4	–	Sell	-1,900	Closed	-$32.5K	–	462
2021 Q3	$32.5K	Hold	1,900	–	–	﹤0.01%	571
2021 Q2	$32.3K	Hold	1,900	–	–	﹤0.01%	573
2021 Q1	$31.8K	Hold	1,900	–	–	﹤0.01%	607
2020 Q4	$30.4K	Hold	1,900	–	–	﹤0.01%	608
2020 Q3	$27.9K	Hold	1,900	–	–	﹤0.01%	580
2020 Q2	$26.5K	Hold	1,900	–	–	﹤0.01%	580
2020 Q1	$24K	Buy	+1,900	New	+$28.7K	﹤0.01%	559

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

Bartlett & Co Wealth Management's BLW Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its BlackRock Limited Duration Income Trust (BLW) position steady in Q2 2026 at 1,900 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Bartlett & Co Wealth Management first reported a position in BLW in Q1 2020 and has held it in 25 quarters since. The position peaked at $32.5K in Q3 2021. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

Bartlett & Co Wealth Management held 1,900 shares of BlackRock Limited Duration Income Trust worth $23.7K as of Q2 2026.
Bartlett & Co Wealth Management left its BlackRock Limited Duration Income Trust share count unchanged in Q2 2026.
BlackRock Limited Duration Income Trust made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #861 holding.
Bartlett & Co Wealth Management first reported a position in BlackRock Limited Duration Income Trust in Q1 2020 and has held it in 25 quarters since.
Bartlett & Co Wealth Management's BlackRock Limited Duration Income Trust position peaked at $32.5K in Q3 2021.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.