Harbour Investments’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Harbour Investments’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 Q1	$2.39K	Hold	190	–	–	﹤0.01%	3862
2025 Q4	$2.61K	Hold	190	–	–	﹤0.01%	3238
2025 Q3	$2.66K	Hold	190	–	–	﹤0.01%	3197
2025 Q2	$2.69K	Hold	190	–	–	﹤0.01%	3052
2025 Q1	$2.69K	Hold	190	–	–	﹤0.01%	3007
2024 Q4	$2.69K	Buy	190 +70	+58%	+$1K	﹤0.01%	2934
2024 Q3	$1.74K	Hold	120	–	–	﹤0.01%	2965
2024 Q2	$1.68K	Hold	120	–	–	﹤0.01%	2862
2024 Q1	$1.68K	Hold	120	–	–	﹤0.01%	2822
2023 Q4	$1.68K	Hold	120	–	–	﹤0.01%	2725
2023 Q3	$1.55K	Hold	120	–	–	﹤0.01%	2608
2023 Q2	$1.55K	Hold	120	–	–	﹤0.01%	2610
2023 Q1	$1.57K	Hold	120	–	–	﹤0.01%	2606
2022 Q4	$1.57K	Hold	120	–	–	﹤0.01%	2574
2022 Q3	$2K	Hold	120	–	–	﹤0.01%	2405
2022 Q2	$2K	Buy	+120	New	+$1.63K	﹤0.01%	2405
2021 Q4	$2K	Hold	120	–	–	﹤0.01%	2373
2021 Q3	$2K	Hold	120	–	–	﹤0.01%	3272
2021 Q2	$2K	Buy	+120	New	+$2.03K	﹤0.01%	3344

Other funds holding BLW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harbour Investments's BLW Position: Q1 2026 in Review

Harbour Investments held its BlackRock Limited Duration Income Trust (BLW) position steady in Q1 2026 at 190 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #3862.

Harbour Investments first reported a position in BLW in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.69K in Q2 2025. 82 funds tracked by Wall St. Rank hold BLW as of Q1 2026.

Harbour Investments held 190 shares of BlackRock Limited Duration Income Trust worth $2.39K as of Q1 2026.
Harbour Investments left its BlackRock Limited Duration Income Trust share count unchanged in Q1 2026.
BlackRock Limited Duration Income Trust made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3862 holding.
Harbour Investments first reported a position in BlackRock Limited Duration Income Trust in Q2 2021 and has held it in 19 quarters since.
Harbour Investments's BlackRock Limited Duration Income Trust position peaked at $2.69K in Q2 2025.
82 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.