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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return