Cetera Investment Advisers
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Cetera Investment Advisers’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Cetera Investment Advisers’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 		$755K Buy
60,424
+7,909
+15% +$99.2K ﹤0.01% 3300
2026
Q1 		$661K Buy
52,515
+822
+2% +$11.1K ﹤0.01% 3260
2025
Q4 		$710K Sell
51,693
-16,373
-24% -$227K ﹤0.01% 3140
2025
Q3 		$953K Buy
68,066
+323
+0.5% +$4.57K ﹤0.01% 2803
2025
Q2 		$961K Buy
67,743
+7,969
+13% +$110K ﹤0.01% 2408
2025
Q1 		$845K Buy
59,774
+1,463
+3% +$20.8K ﹤0.01% 2402
2024
Q4 		$824K Buy
58,311
+6,536
+13% +$93.4K ﹤0.01% 2299
2024
Q3 		$750K Buy
51,775
+1,460
+3% +$20.8K ﹤0.01% 2323
2024
Q2 		$702K Buy
50,315
+3,701
+8% +$50.8K ﹤0.01% 2334
2024
Q1 		$654K Buy
46,614
+26,771
+135% +$374K ﹤0.01% 2402
2023
Q4 		$277K Sell
19,843
-608
-3% -$7.92K ﹤0.01% 1829
2023
Q3 		$263K Sell
20,451
-6,396
-24% -$83.6K ﹤0.01% 1811
2023
Q2 		$346K Sell
26,847
-462
-2% -$5.96K ﹤0.01% 1659
2023
Q1 		$358K Sell
27,309
-300
-1% -$4K ﹤0.01% 1612
2022
Q4 		$361K Buy
27,609
+4,667
+20% +$59.4K ﹤0.01% 1543
2022
Q3 		$278K Sell
22,942
-9,268
-29% -$122K 0.01% 1314
2022
Q2 		$407K Buy
32,210
+131
+0.4% +$1.78K 0.01% 1229
2022
Q1 		$460K Sell
32,079
-1,944
-6% -$28.9K 0.01% 1215
2021
Q4 		$573K Buy
34,023
+161
+0.5% +$2.74K 0.01% 1104
2021
Q3 		$579K Buy
33,862
+5,269
+18% +$90.5K 0.01% 1053
2021
Q2 		$487K Buy
28,593
+6,377
+29% +$108K 0.01% 1134
2021
Q1 		$372K Sell
22,216
-1,418
-6% -$22.7K 0.01% 1140
2020
Q4 		$376K Buy
+23,634
New +$360K 0.01% 1115

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

Cetera Investment Advisers's BLW Position: Q2 2026 in Review

Cetera Investment Advisers increased its BlackRock Limited Duration Income Trust (BLW) stake by 15% in Q2 2026, buying an estimated $99.2K and bringing the position to 60,424 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #3300.

Cetera Investment Advisers first reported a position in BLW in Q4 2020 and has held it in 23 quarters since. The position peaked at $961K in Q2 2025. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

  • Cetera Investment Advisers held 60,424 shares of BlackRock Limited Duration Income Trust worth $755K as of Q2 2026.
  • Cetera Investment Advisers bought 7,909 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $99.2K.
  • BlackRock Limited Duration Income Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3300 holding.
  • Cetera Investment Advisers first reported a position in BlackRock Limited Duration Income Trust in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's BlackRock Limited Duration Income Trust position peaked at $961K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.