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

Cura Wealth 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
2025 Q4	–	Sell	-17,208	Closed	-$241K	–	145
2025 Q3	$241K	Sell	17,208 -78,030	-82%	-$1.1M	0.09%	103
2025 Q2	$1.35M	Hold	95,238	–	–	0.54%	27
2025 Q1	$1.35M	Sell	95,238 -5,000	-5%	-$71K	0.54%	27
2024 Q4	$1.42M	Buy	+100,238	New	+$1.43M	0.63%	28

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 $3B AUM 24.41% 1-Year Est. Return

Cura Wealth Advisors's BLW Position: Q4 2025 in Review

Cura Wealth Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2025, closing a stake of 17,208 shares — an estimated $241K sold.

Cura Wealth Advisors first reported a position in BLW in Q4 2024 and held it in 4 quarters. The position peaked at $1.42M in Q4 2024. 81 funds tracked by Wall St. Rank hold BLW as of Q4 2025.

Cura Wealth Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2025 after selling out during the quarter.
Cura Wealth Advisors sold 17,208 BlackRock Limited Duration Income Trust shares in Q4 2025, an estimated $241K.
Cura Wealth Advisors first reported a position in BlackRock Limited Duration Income Trust in Q4 2024 and held it in 4 quarters.
Cura Wealth Advisors's BlackRock Limited Duration Income Trust position peaked at $1.42M in Q4 2024.
81 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2025.

Based on Cura Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.