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

Concurrent Investment 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	$166K	Buy	13,251 +280	+2%	+$3.51K	﹤0.01%	1971
2026 Q1	$163K	Sell	12,971 -68	-0.5%	-$916	﹤0.01%	1774
2025 Q4	$179K	Buy	13,039 +177	+1%	+$2.45K	﹤0.01%	1650
2025 Q3	$180K	Sell	12,862 -5,080	-28%	-$71.8K	﹤0.01%	1369
2025 Q2	$254K	Buy	17,942 +2,364	+15%	+$32.7K	﹤0.01%	1143
2025 Q1	$220K	Buy	15,578 +94	+0.6%	+$1.34K	0.01%	1079
2024 Q4	$219K	Buy	15,484 +450	+3%	+$6.43K	0.01%	955
2024 Q3	$218K	Sell	15,034 -32	-0.2%	-$455	0.01%	910
2024 Q2	$210K	Buy	+15,066	New	+$207K	0.01%	859

Other funds holding BLW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 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

Concurrent Investment Advisors's BLW Position: Q2 2026 in Review

Concurrent Investment Advisors increased its BlackRock Limited Duration Income Trust (BLW) stake by 2.2% in Q2 2026, buying an estimated $3.51K and bringing the position to 13,251 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

Concurrent Investment Advisors first reported a position in BLW in Q2 2024 and has held it in 9 quarters since. The position peaked at $254K in Q2 2025. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

Concurrent Investment Advisors held 13,251 shares of BlackRock Limited Duration Income Trust worth $166K as of Q2 2026.
Concurrent Investment Advisors bought 280 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $3.51K.
BlackRock Limited Duration Income Trust made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1971 holding.
Concurrent Investment Advisors first reported a position in BlackRock Limited Duration Income Trust in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's BlackRock Limited Duration Income Trust position peaked at $254K in Q2 2025.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

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