CIAS
BLW icon

Capital Investment Advisory Services’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Capital Investment Advisory Services’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
2025
Q3 		– Sell
-11,138
Closed -$158K – 1092
2025
Q2 		$158K Buy
+11,138
New +$154K 0.01% 588

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 $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Capital Investment Advisory Services's BLW Position: Q3 2025 in Review

Capital Investment Advisory Services sold out of BlackRock Limited Duration Income Trust (BLW) in Q3 2025, closing a stake of 11,138 shares — an estimated $158K sold.

Capital Investment Advisory Services first reported a position in BLW in Q2 2025 and held it in 1 quarter. The position peaked at $158K in Q2 2025. 85 funds tracked by Wall St. Rank hold BLW as of Q3 2025.

  • Capital Investment Advisory Services reported no remaining BlackRock Limited Duration Income Trust position as of Q3 2025 after selling out during the quarter.
  • Capital Investment Advisory Services sold 11,138 BlackRock Limited Duration Income Trust shares in Q3 2025, an estimated $158K.
  • Capital Investment Advisory Services first reported a position in BlackRock Limited Duration Income Trust in Q2 2025 and held it in 1 quarter.
  • Capital Investment Advisory Services's BlackRock Limited Duration Income Trust position peaked at $158K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2025.

Based on Capital Investment Advisory Services's 13F filing for Q3 2025, filed 5 Nov 2025.