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

Delta Financial 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
-12,700
Closed -$174K – 150
2025
Q4 		$174K Buy
+12,700
New +$176K 0.05% 149

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GC
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Invesco
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Raymond James Financial
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VVP
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Bank of America
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Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Delta Financial Advisors's BLW Position: Q1 2026 in Review

Delta Financial Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2026, closing a stake of 12,700 shares — an estimated $174K sold.

Delta Financial Advisors first reported a position in BLW in Q4 2025 and held it in 1 quarter. The position peaked at $174K in Q4 2025. 82 funds tracked by Wall St. Rank hold BLW as of Q1 2026.

  • Delta Financial Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2026 after selling out during the quarter.
  • Delta Financial Advisors sold 12,700 BlackRock Limited Duration Income Trust shares in Q1 2026, an estimated $174K.
  • Delta Financial Advisors first reported a position in BlackRock Limited Duration Income Trust in Q4 2025 and held it in 1 quarter.
  • Delta Financial Advisors's BlackRock Limited Duration Income Trust position peaked at $174K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.