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

CoreCap 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 Q1	–	Sell	-1,300	Closed	-$17.9K	–	2954
2025 Q4	$17.9K	Sell	1,300 -1,076	-45%	-$14.9K	﹤0.01%	1725
2025 Q3	$33.3K	Buy	2,376 +25	+1%	+$353	﹤0.01%	1477
2025 Q2	$33.3K	Sell	2,351 -975	-29%	-$13.5K	﹤0.01%	1411
2025 Q1	$47K	Sell	3,326 -1,326	-29%	-$18.8K	﹤0.01%	1189
2024 Q4	$65.7K	Sell	4,652 -1,484	-24%	-$21.2K	﹤0.01%	1072
2024 Q3	$88.8K	Hold	6,136	–	–	﹤0.01%	965
2024 Q2	$85.7K	Buy	6,136 +2,350	+62%	+$32.3K	0.01%	536
2024 Q1	$53.1K	Buy	+3,786	New	+$52.8K	﹤0.01%	1078
2022 Q4	$17K	Buy	+1,300	New	+$16.5K	﹤0.01%	1353
2022 Q3	–	Sell	-1,300	Closed	-$16K	–	714
2022 Q2	$16K	Buy	+1,300	New	+$17.6K	﹤0.01%	1315
2022 Q1	–	Sell	-1,300	Closed	-$22K	–	725
2021 Q4	$22K	Buy	+1,300	New	+$22.1K	﹤0.01%	1299

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CoreCap Advisors's BLW Position: Q1 2026 in Review

CoreCap Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2026, closing a stake of 1,300 shares — an estimated $17.9K sold.

CoreCap Advisors first reported a position in BLW in Q4 2021 and held it in 11 quarters. The position peaked at $88.8K in Q3 2024. 82 funds tracked by Wall St. Rank hold BLW as of Q1 2026.

CoreCap Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2026 after selling out during the quarter.
CoreCap Advisors sold 1,300 BlackRock Limited Duration Income Trust shares in Q1 2026, an estimated $17.9K.
CoreCap Advisors first reported a position in BlackRock Limited Duration Income Trust in Q4 2021 and held it in 11 quarters.
CoreCap Advisors's BlackRock Limited Duration Income Trust position peaked at $88.8K in Q3 2024.
82 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2026.

Based on CoreCap Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.