Highline Wealth Partners’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Highline Wealth 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	$3.75K	Hold	300	–	–	﹤0.01%	938
2026 Q1	$3.78K	Hold	300	–	–	﹤0.01%	816
2025 Q4	$4.12K	Hold	300	–	–	﹤0.01%	614
2025 Q3	$4.2K	Buy	+300	New	+$4.24K	﹤0.01%	626

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

Highline Wealth Partners's BLW Position: Q2 2026 in Review

Highline Wealth Partners held its BlackRock Limited Duration Income Trust (BLW) position steady in Q2 2026 at 300 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Highline Wealth Partners first reported a position in BLW in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.2K in Q3 2025. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

Highline Wealth Partners held 300 shares of BlackRock Limited Duration Income Trust worth $3.75K as of Q2 2026.
Highline Wealth Partners left its BlackRock Limited Duration Income Trust share count unchanged in Q2 2026.
BlackRock Limited Duration Income Trust made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #938 holding.
Highline Wealth Partners first reported a position in BlackRock Limited Duration Income Trust in Q3 2025 and has held it in 4 quarters since.
Highline Wealth Partners's BlackRock Limited Duration Income Trust position peaked at $4.2K in Q3 2025.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.