BZWA
BLW icon

Blue Zone Wealth Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Blue Zone Wealth 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 		$2.04M Sell
162,935
-10,406
-6% -$131K 0.36% 53
2026
Q1 		$2.18M Sell
173,341
-99,355
-36% -$1.34M 0.44% 52
2025
Q4 		$3.75M Sell
272,696
-60,492
-18% -$838K 0.72% 52
2025
Q3 		$4.66M Buy
333,188
+23,730
+8% +$335K 0.93% 49
2025
Q2 		$4.39M Buy
309,458
+7,832
+3% +$108K 1.1% 46
2025
Q1 		$4.26M Buy
301,626
+43,324
+17% +$616K 1.19% 43
2024
Q4 		$3.65M Buy
258,302
+26
+0% +$371 1.05% 48
2024
Q3 		$3.74M Sell
258,276
-67,097
-21% -$955K 1.16% 41
2024
Q2 		$4.54M Sell
325,373
-101,637
-24% -$1.39M 1.57% 26
2024
Q1 		$5.99M Buy
427,010
+14,917
+4% +$208K 2.06% 14
2023
Q4 		$5.76M Buy
412,093
+12,217
+3% +$159K 2.3% 11
2023
Q3 		$5.15M Buy
399,876
+23,256
+6% +$304K 2.26% 14
2023
Q2 		$4.85M Buy
376,620
+32,996
+10% +$425K 2.24% 15
2023
Q1 		$4.5M Buy
343,624
+11,542
+3% +$154K 2.41% 14
2022
Q4 		$4.34M Buy
332,082
+3,278
+1% +$41.7K 2.32% 11
2022
Q3 		$3.98M Buy
328,804
+1,808
+0.6% +$23.9K 2.06% 11
2022
Q2 		$4.14M Buy
+326,996
New +$4.43M 1.88% 14

Other funds holding BLW

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
LF
LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Blue Zone Wealth Advisors's BLW Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its BlackRock Limited Duration Income Trust (BLW) stake by 6% in Q2 2026, selling an estimated $131K and leaving 162,935 shares worth $2.04M. The position accounts for 0.36% of the portfolio, ranked #53.

Blue Zone Wealth Advisors first reported a position in BLW in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.99M in Q1 2024. 9 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

  • Blue Zone Wealth Advisors held 162,935 shares of BlackRock Limited Duration Income Trust worth $2.04M as of Q2 2026.
  • Blue Zone Wealth Advisors sold 10,406 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $131K.
  • BlackRock Limited Duration Income Trust made up 0.36% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Blue Zone Wealth Advisors first reported a position in BlackRock Limited Duration Income Trust in Q2 2022 and has held it in 17 quarters since.
  • Blue Zone Wealth Advisors's BlackRock Limited Duration Income Trust position peaked at $5.99M in Q1 2024.
  • 9 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.