Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Cambridge Investment Research 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 		$325K Sell
26,017
-1,802
-6% -$22.6K ﹤0.01% 3371
2026
Q1 		$350K Sell
27,819
-2,326
-8% -$31.3K ﹤0.01% 3139
2025
Q4 		$414K Sell
30,145
-7,358
-20% -$102K ﹤0.01% 2903
2025
Q3 		$525K Sell
37,503
-6,835
-15% -$96.6K ﹤0.01% 2633
2025
Q2 		$629K Sell
44,338
-468
-1% -$6.47K ﹤0.01% 2333
2025
Q1 		$634K Sell
44,806
-992
-2% -$14.1K ﹤0.01% 2220
2024
Q4 		$647K Sell
45,798
-10,387
-18% -$148K ﹤0.01% 2220
2024
Q3 		$814K Sell
56,185
-29,641
-35% -$422K ﹤0.01% 2015
2024
Q2 		$1.2M Sell
85,826
-6,387
-7% -$87.7K ﹤0.01% 1640
2024
Q1 		$1.29M Buy
92,213
+11,918
+15% +$166K 0.01% 1561
2023
Q4 		$1.12M Sell
80,295
-1,788
-2% -$23.3K ﹤0.01% 1572
2023
Q3 		$1.06M Buy
82,083
+5,070
+7% +$66.3K ﹤0.01% 1536
2023
Q2 		$992K Buy
77,013
+9,348
+14% +$121K ﹤0.01% 1618
2023
Q1 		$887K Sell
67,665
-5,850
-8% -$78K ﹤0.01% 1649
2022
Q4 		$961K Buy
73,515
+8,416
+13% +$107K 0.01% 1537
2022
Q3 		$788K Sell
65,099
-575
-0.9% -$7.59K ﹤0.01% 1635
2022
Q2 		$831K Sell
65,674
-197
-0.3% -$2.67K ﹤0.01% 1596
2022
Q1 		$945K Buy
65,871
+14,359
+28% +$213K ﹤0.01% 1612
2021
Q4 		$868K Buy
51,512
+2,488
+5% +$42.3K ﹤0.01% 1677
2021
Q3 		$838K Sell
49,024
-2,419
-5% -$41.5K ﹤0.01% 1670
2021
Q2 		$876K Sell
51,443
-5,271
-9% -$89.2K ﹤0.01% 1627
2021
Q1 		$950K Sell
56,714
-6,090
-10% -$97.6K 0.01% 1462
2020
Q4 		$1M Sell
62,804
-2,533
-4% -$38.6K 0.01% 1299
2020
Q3 		$961K Sell
65,337
-1,070
-2% -$15.8K 0.01% 1210
2020
Q2 		$925K Sell
66,407
-2,245
-3% -$30.3K 0.01% 1163
2020
Q1 		$866K Sell
68,652
-1,252
-2% -$18.9K 0.01% 1046
2019
Q4 		$1.15M Sell
69,904
-2,886
-4% -$45.8K 0.01% 1075
2019
Q3 		$1.14M Buy
72,790
+4,265
+6% +$65.6K 0.01% 1002
2019
Q2 		$1.03M Buy
68,525
+23
+0% +$341 0.01% 1011
2019
Q1 		$1.01M Buy
68,502
+31,869
+87% +$460K 0.01% 1033
2018
Q4 		$490K Buy
36,633
+1,746
+5% +$24.7K 0.01% 1333
2018
Q3 		$519K Sell
34,887
-1,197
-3% -$17.9K 0.01% 1418
2018
Q2 		$537K Sell
36,084
-948
-3% -$14.2K 0.01% 1361
2018
Q1 		$558K Sell
37,032
-2,466
-6% -$38.2K 0.01% 1288
2017
Q4 		$628K Sell
39,498
-1,375
-3% -$22K 0.01% 1189
2017
Q3 		$658K Sell
40,873
-3,170
-7% -$50.4K 0.01% 1066
2017
Q2 		$695K Sell
44,043
-3,000
-6% -$47K 0.01% 1003
2017
Q1 		$732K Sell
47,043
-1,266
-3% -$19.8K 0.01% 882
2016
Q4 		$733K Sell
48,309
-1,859
-4% -$28.3K 0.01% 826
2016
Q3 		$779K Hold
50,168
– – 0.01% 801
2016
Q2 		$765K Buy
50,168
+16,683
+50% +$250K 0.02% 738
2016
Q1 		$495K Buy
+33,485
New +$473K 0.01% 904
2015
Q2 		– Sell
-12,641
Closed -$200K – 1449
2015
Q1 		$200K Sell
12,641
-1,738
-12% -$27.4K 0.01% 1255
2014
Q4 		$226K Buy
14,379
+3,774
+36% +$60.2K 0.01% 1148
2014
Q3 		$171K Buy
+10,605
New +$178K 0.01% 1339

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
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
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

Cambridge Investment Research Advisors's BLW Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its BlackRock Limited Duration Income Trust (BLW) stake by 6.5% in Q2 2026, selling an estimated $22.6K and leaving 26,017 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #3371.

Cambridge Investment Research Advisors first reported a position in BLW in Q3 2014 and has held it in 45 quarters since. The position peaked at $1.29M in Q1 2024. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

  • Cambridge Investment Research Advisors held 26,017 shares of BlackRock Limited Duration Income Trust worth $325K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 1,802 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $22.6K.
  • BlackRock Limited Duration Income Trust made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3371 holding.
  • Cambridge Investment Research Advisors first reported a position in BlackRock Limited Duration Income Trust in Q3 2014 and has held it in 45 quarters since.
  • Cambridge Investment Research Advisors's BlackRock Limited Duration Income Trust position peaked at $1.29M in Q1 2024.
  • 85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.