Consolidated Portfolio Review Corp’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-21,764	Closed	-$305K	–	80
2025 Q3	$305K	Buy	21,764 +174	+0.8%	+$2.46K	0.04%	366
2025 Q2	$306K	Sell	21,590 -6,381	-23%	-$88.2K	0.04%	349
2025 Q1	$396K	Buy	27,971 +245	+0.9%	+$3.48K	0.06%	254
2024 Q4	$392K	Buy	27,726 +291	+1%	+$4.16K	0.06%	257
2024 Q3	$397K	Buy	27,435 +876	+3%	+$12.5K	0.09%	207
2024 Q2	$371K	Buy	26,559 +856	+3%	+$11.7K	0.09%	200
2024 Q1	$361K	Sell	25,703 -1,663	-6%	-$23.2K	0.09%	187
2023 Q4	$383K	Buy	+27,366	New	+$356K	0.09%	205

Other funds holding BLW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Consolidated Portfolio Review Corp's BLW Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2025, closing a stake of 21,764 shares — an estimated $305K sold.

Consolidated Portfolio Review Corp first reported a position in BLW in Q4 2023 and held it in 8 quarters. The position peaked at $397K in Q3 2024. 81 funds tracked by Wall St. Rank hold BLW as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 21,764 BlackRock Limited Duration Income Trust shares in Q4 2025, an estimated $305K.
Consolidated Portfolio Review Corp first reported a position in BlackRock Limited Duration Income Trust in Q4 2023 and held it in 8 quarters.
Consolidated Portfolio Review Corp's BlackRock Limited Duration Income Trust position peaked at $397K in Q3 2024.
81 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.