Global Retirement Partners’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Global Retirement Partners’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	$8.11K	Buy	+649	New	+$8.14K	﹤0.01%	3496

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

Global Retirement Partners's BLW Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BlackRock Limited Duration Income Trust (BLW) in Q2 2026: 649 shares worth $8.11K. The stake represents ﹤0.01% of the portfolio and ranks #3496 among its holdings.

85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

Global Retirement Partners held 649 shares of BlackRock Limited Duration Income Trust worth $8.11K as of Q2 2026.
BlackRock Limited Duration Income Trust was a new Global Retirement Partners position in Q2 2026.
BlackRock Limited Duration Income Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3496 holding.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.