Beacon Pointe Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Beacon Pointe 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
2026 Q2	$228K	Sell	18,257 -3,180	-15%	-$39.9K	﹤0.01%	1748
2026 Q1	$270K	Hold	21,437	–	–	﹤0.01%	1594
2025 Q4	$295K	Sell	21,437 -4,035	-16%	-$55.9K	﹤0.01%	1268
2025 Q3	$357K	Buy	25,472 +4,277	+20%	+$60.5K	﹤0.01%	1123
2025 Q2	$301K	Sell	21,195 -165	-0.8%	-$2.28K	﹤0.01%	1052
2025 Q1	$302K	Buy	21,360 +7,903	+59%	+$112K	﹤0.01%	1020
2024 Q4	$190K	Hold	13,457	–	–	﹤0.01%	1151
2024 Q3	$195K	Sell	13,457 -1,938	-13%	-$27.6K	﹤0.01%	1162
2024 Q2	$215K	Hold	15,395	–	–	﹤0.01%	1173
2024 Q1	$216K	Buy	15,395 +332	+2%	+$4.63K	﹤0.01%	1233
2023 Q4	$211K	Hold	15,063	–	–	﹤0.01%	1205
2023 Q3	$194K	Buy	+15,063	New	+$197K	﹤0.01%	1240

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

Beacon Pointe Advisors's BLW Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its BlackRock Limited Duration Income Trust (BLW) stake by 15% in Q2 2026, selling an estimated $39.9K and leaving 18,257 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Beacon Pointe Advisors first reported a position in BLW in Q3 2023 and has held it in 12 quarters since. The position peaked at $357K in Q3 2025. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

Beacon Pointe Advisors held 18,257 shares of BlackRock Limited Duration Income Trust worth $228K as of Q2 2026.
Beacon Pointe Advisors sold 3,180 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $39.9K.
BlackRock Limited Duration Income Trust made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1748 holding.
Beacon Pointe Advisors first reported a position in BlackRock Limited Duration Income Trust in Q3 2023 and has held it in 12 quarters since.
Beacon Pointe Advisors's BlackRock Limited Duration Income Trust position peaked at $357K in Q3 2025.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.