Fortitude Advisory Group’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Fortitude Advisory Group’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	$206K	Buy	16,477 +1,624	+11%	+$20.4K	0.08%	215
2026 Q1	$187K	Hold	14,853	–	–	0.08%	203
2025 Q4	$204K	Hold	14,853	–	–	0.09%	193
2025 Q3	$208K	Hold	14,853	–	–	0.11%	191
2025 Q2	$211K	Hold	14,853	–	–	0.12%	187
2025 Q1	$198K	Hold	14,853	–	–	0.14%	176
2024 Q4	$210K	Hold	14,853	–	–	0.13%	174
2024 Q3	$215K	Hold	14,853	–	–	0.14%	178
2024 Q2	$207K	Hold	14,853	–	–	0.12%	175
2024 Q1	$208K	Buy	14,853 +2,149	+17%	+$30K	0.12%	190
2023 Q4	$178K	Hold	12,704	–	–	0.11%	205
2023 Q3	$164K	Buy	12,704 +375	+3%	+$4.9K	0.11%	188
2023 Q2	$159K	Hold	12,329	–	–	0.12%	196
2023 Q1	$162K	Hold	12,329	–	–	0.13%	204
2022 Q4	$161K	Hold	12,329	–	–	0.14%	195
2022 Q3	$149K	Hold	12,329	–	–	0.14%	182
2022 Q2	$156K	Hold	12,329	–	–	0.14%	183
2022 Q1	$177K	Buy	12,329 +698	+6%	+$10.4K	0.09%	221
2021 Q4	$196K	Buy	+11,631	New	+$198K	0.1%	204

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

Fortitude Advisory Group's BLW Position: Q2 2026 in Review

Fortitude Advisory Group increased its BlackRock Limited Duration Income Trust (BLW) stake by 11% in Q2 2026, buying an estimated $20.4K and bringing the position to 16,477 shares worth $206K. The position accounts for 0.08% of the portfolio, ranked #215.

Fortitude Advisory Group first reported a position in BLW in Q4 2021 and has held it in 19 quarters since. The position peaked at $215K in Q3 2024. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

Fortitude Advisory Group held 16,477 shares of BlackRock Limited Duration Income Trust worth $206K as of Q2 2026.
Fortitude Advisory Group bought 1,624 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $20.4K.
BlackRock Limited Duration Income Trust made up 0.08% of Fortitude Advisory Group's portfolio in Q2 2026, its #215 holding.
Fortitude Advisory Group first reported a position in BlackRock Limited Duration Income Trust in Q4 2021 and has held it in 19 quarters since.
Fortitude Advisory Group's BlackRock Limited Duration Income Trust position peaked at $215K in Q3 2024.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.