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Fortitude Family Office’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Fortitude Family Office’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
Q1 		– Sell
-1,000
Closed -$14.1K – 1167
2024
Q4 		$14.1K Hold
1,000
– – 0.01% 536
2024
Q3 		$14.5K Buy
+1,000
New +$14.2K 0.01% 489

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fortitude Family Office's BLW Position: Q1 2025 in Review

Fortitude Family Office sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2025, closing a stake of 1,000 shares — an estimated $14.1K sold.

Fortitude Family Office first reported a position in BLW in Q3 2024 and held it in 2 quarters. The position peaked at $14.5K in Q3 2024. 77 funds tracked by Wall St. Rank hold BLW as of Q1 2025.

  • Fortitude Family Office reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2025 after selling out during the quarter.
  • Fortitude Family Office sold 1,000 BlackRock Limited Duration Income Trust shares in Q1 2025, an estimated $14.1K.
  • Fortitude Family Office first reported a position in BlackRock Limited Duration Income Trust in Q3 2024 and held it in 2 quarters.
  • Fortitude Family Office's BlackRock Limited Duration Income Trust position peaked at $14.5K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2025.

Based on Fortitude Family Office's 13F filing for Q1 2025, filed 16 Apr 2025.