Fountainhead AM’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Fountainhead AM’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	-71,928	Closed	-$1.01M	–	176
2025 Q3	$1.01M	Buy	71,928 +2,392	+3%	+$33.8K	0.13%	74
2025 Q2	$986K	Buy	69,536 +809	+1%	+$11.2K	0.14%	66
2025 Q1	$972K	Buy	68,727 +31,265	+83%	+$444K	0.16%	53
2024 Q4	$529K	Buy	+37,462	New	+$535K	0.1%	79

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $3.6B AUM 30.03% 1-Year Est. Return

Fountainhead AM's BLW Position: Q4 2025 in Review

Fountainhead AM sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2025, closing a stake of 71,928 shares — an estimated $1.01M sold.

Fountainhead AM first reported a position in BLW in Q4 2024 and held it in 4 quarters. The position peaked at $1.01M in Q3 2025. 81 funds tracked by Wall St. Rank hold BLW as of Q4 2025.

Fountainhead AM reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2025 after selling out during the quarter.
Fountainhead AM sold 71,928 BlackRock Limited Duration Income Trust shares in Q4 2025, an estimated $1.01M.
Fountainhead AM first reported a position in BlackRock Limited Duration Income Trust in Q4 2024 and held it in 4 quarters.
Fountainhead AM's BlackRock Limited Duration Income Trust position peaked at $1.01M in Q3 2025.
81 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2025.

Based on Fountainhead AM's 13F filing for Q4 2025, filed 18 Feb 2026.