Envestnet Asset Management
BLW icon

Envestnet Asset Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Envestnet Asset Management’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 		$2.55M Buy
204,454
+38,921
+24% +$488K ﹤0.01% 2972
2026
Q1 		$2.08M Buy
165,533
+8,353
+5% +$113K ﹤0.01% 2986
2025
Q4 		$2.16M Buy
157,180
+4,210
+3% +$58.3K ﹤0.01% 2772
2025
Q3 		$2.14M Buy
152,970
+7,560
+5% +$107K ﹤0.01% 2836
2025
Q2 		$2.06M Buy
145,410
+4,950
+4% +$68.4K ﹤0.01% 2806
2025
Q1 		$1.99M Buy
140,460
+12,212
+10% +$174K ﹤0.01% 2734
2024
Q4 		$1.81M Buy
128,248
+6,868
+6% +$98.1K ﹤0.01% 2757
2024
Q3 		$1.76M Buy
121,380
+108,294
+828% +$1.54M ﹤0.01% 2753
2024
Q2 		$183K Buy
13,086
+452
+4% +$6.2K ﹤0.01% 3954
2024
Q1 		$177K Buy
12,634
+2,602
+26% +$36.3K ﹤0.01% 3970
2023
Q4 		$140K Buy
+10,032
New +$131K ﹤0.01% 3901
2022
Q1 		– Sell
-22,879
Closed -$386K – 3942
2021
Q4 		$386K Sell
22,879
-968
-4% -$16.4K ﹤0.01% 3237
2021
Q3 		$408K Sell
23,847
-2,627
-10% -$45.1K ﹤0.01% 3101
2021
Q2 		$451K Sell
26,474
-604
-2% -$10.2K ﹤0.01% 3059
2021
Q1 		$454K Sell
27,078
-51,102
-65% -$819K ﹤0.01% 2896
2020
Q4 		$1.25M Buy
78,180
+826
+1% +$12.6K ﹤0.01% 2069
2020
Q3 		$1.14M Sell
77,354
-4,915
-6% -$72.6K ﹤0.01% 1942
2020
Q2 		$1.15M Buy
82,269
+41,891
+104% +$564K ﹤0.01% 1885
2020
Q1 		$510K Buy
+40,378
New +$609K ﹤0.01% 2221
2019
Q4 		– Sell
-26,110
Closed -$408K – 3085
2019
Q3 		$408K Buy
26,110
+5,371
+26% +$82.6K ﹤0.01% 2481
2019
Q2 		$311K Buy
20,739
+2,182
+12% +$32.4K ﹤0.01% 2639
2019
Q1 		$273K Buy
18,557
+2,632
+17% +$38K ﹤0.01% 2643
2018
Q4 		$213K Buy
15,925
+2,366
+17% +$33.5K ﹤0.01% 2655
2018
Q3 		$202K Buy
+13,559
New +$202K ﹤0.01% 1185
2015
Q2 		– Sell
-26,060
Closed -$411K – 2206
2015
Q1 		$411K Sell
26,060
-248
-0.9% -$3.91K ﹤0.01% 1636
2014
Q4 		$414K Sell
26,308
-2,238
-8% -$35.7K ﹤0.01% 754
2014
Q3 		$462K Buy
28,546
+4,208
+17% +$70.8K ﹤0.01% 810
2014
Q2 		$421K Buy
24,338
+16,347
+205% +$282K ﹤0.01% 809
2014
Q1 		$137K Buy
+7,991
New +$138K ﹤0.01% 1039
2013
Q4 		– Sell
-900
Closed -$15K – 2452
2013
Q3 		$15K Buy
+900
New +$15.2K ﹤0.01% 1557

Other funds holding BLW

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Envestnet Asset Management's BLW Position: Q2 2026 in Review

Envestnet Asset Management increased its BlackRock Limited Duration Income Trust (BLW) stake by 24% in Q2 2026, buying an estimated $488K and bringing the position to 204,454 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #2972.

Envestnet Asset Management first reported a position in BLW in Q3 2013 and has held it in 30 quarters since. 36 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

  • Envestnet Asset Management held 204,454 shares of BlackRock Limited Duration Income Trust worth $2.55M as of Q2 2026.
  • Envestnet Asset Management bought 38,921 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $488K.
  • BlackRock Limited Duration Income Trust made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2972 holding.
  • Envestnet Asset Management first reported a position in BlackRock Limited Duration Income Trust in Q3 2013 and has held it in 30 quarters since.
  • 36 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.