Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Carson Wealth (CWM LLC)’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 		$21.1K Buy
1,677
+1,650
+6,111% +$22.2K ﹤0.01% 4378
2025
Q4 		$0 Hold
27
– – ﹤0.01% 5379
2025
Q3 		$0 Buy
+27
New +$382 ﹤0.01% 5273
2024
Q1 		– Sell
-2,000
Closed -$28K – 4330
2023
Q4 		$28K Sell
2,000
-2,000
-50% -$26K ﹤0.01% 2552
2023
Q3 		$52K Sell
4,000
-3,511
-47% -$45.9K ﹤0.01% 2026
2023
Q2 		$97K Sell
7,511
-2,439
-25% -$31.4K ﹤0.01% 1584
2023
Q1 		$130K Buy
+9,950
New +$133K ﹤0.01% 1367
2022
Q2 		– Sell
-168
Closed -$2K – 3789
2022
Q1 		$2K Buy
168
+2
+1% +$30 ﹤0.01% 3136
2021
Q4 		$3K Buy
+166
New +$2.82K ﹤0.01% 2944
2021
Q2 		$16K Hold
950
– – ﹤0.01% 1887
2021
Q1 		$16K Hold
950
– – ﹤0.01% 1887
2020
Q4 		$16K Hold
950
– – ﹤0.01% 1887
2020
Q3 		$16K Hold
950
– – ﹤0.01% 1887
2020
Q2 		$16K Hold
950
– – ﹤0.01% 1887
2020
Q1 		$16K Hold
950
– – ﹤0.01% 1887
2019
Q4 		$16K Hold
950
– – ﹤0.01% 1887
2019
Q3 		$16K Hold
950
– – ﹤0.01% 1887
2019
Q2 		$16K Hold
950
– – ﹤0.01% 1887
2019
Q1 		$16K Sell
950
-99,679
-99% -$1.44M ﹤0.01% 1887
2018
Q4 		$1.34M Buy
100,629
+98,347
+4,310% +$1.39M 0.03% 329
2018
Q3 		$34K Buy
2,282
+36
+2% +$537 ﹤0.01% 829
2018
Q2 		$33K Buy
2,246
+36
+2% +$539 ﹤0.01% 716
2018
Q1 		$33K Buy
2,210
+34
+2% +$526 ﹤0.01% 622
2017
Q4 		$35K Buy
2,176
+32
+1% +$511 ﹤0.01% 590
2017
Q3 		$35K Buy
2,144
+32
+2% +$509 ﹤0.01% 584
2017
Q2 		$33K Buy
2,112
+34
+2% +$533 ﹤0.01% 545
2017
Q1 		$32K Buy
2,078
+67
+3% +$1.05K ﹤0.01% 528
2016
Q4 		$31K Buy
+2,011
New +$30.6K ﹤0.01% 511

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 $530B AUM 22.01% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 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 $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BLW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its BlackRock Limited Duration Income Trust (BLW) stake by 6,111% in Q1 2026, buying an estimated $22.2K and bringing the position to 1,677 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4378.

Carson Wealth (CWM LLC) first reported a position in BLW in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.34M in Q4 2018. 82 funds tracked by Wall St. Rank hold BLW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,677 shares of BlackRock Limited Duration Income Trust worth $21.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,650 BlackRock Limited Duration Income Trust shares in Q1 2026, an estimated $22.2K.
  • BlackRock Limited Duration Income Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4378 holding.
  • Carson Wealth (CWM LLC) first reported a position in BlackRock Limited Duration Income Trust in Q4 2016 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s BlackRock Limited Duration Income Trust position peaked at $1.34M in Q4 2018.
  • 82 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.