Baystate Wealth Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Baystate 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
2023 Q4	$14.2K	Buy	+1,016	New	+$13.2K	﹤0.01%	648

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

BZWA

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

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

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

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

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

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

Baystate Wealth Management's BLW Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in BlackRock Limited Duration Income Trust (BLW) in Q4 2023: 1,016 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #648 among its holdings.

85 funds tracked by Wall St. Rank hold BLW as of Q4 2023.

Baystate Wealth Management held 1,016 shares of BlackRock Limited Duration Income Trust worth $14.2K as of Q4 2023.
BlackRock Limited Duration Income Trust was a new Baystate Wealth Management position in Q4 2023.
BlackRock Limited Duration Income Trust made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #648 holding.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.