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

Hoey 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 Q2	$2.14K	Hold	171	–	–	﹤0.01%	357
2026 Q1	$2.15K	Hold	171	–	–	﹤0.01%	335
2025 Q4	$2.35K	Hold	171	–	–	﹤0.01%	340
2025 Q3	$2.39K	Hold	171	–	–	﹤0.01%	333
2025 Q2	$2.42K	Hold	171	–	–	﹤0.01%	329
2025 Q1	$2.42K	Hold	171	–	–	﹤0.01%	296
2024 Q4	$2.42K	Hold	171	–	–	﹤0.01%	288
2024 Q3	$2.39K	Hold	171	–	–	﹤0.01%	298
2024 Q2	$2.39K	Hold	171	–	–	﹤0.01%	298
2024 Q1	$2.4K	Hold	171	–	–	﹤0.01%	292
2023 Q4	$2.39K	Hold	171	–	–	﹤0.01%	292
2023 Q3	$2.2K	Hold	171	–	–	﹤0.01%	295
2023 Q2	$2.2K	Hold	171	–	–	﹤0.01%	294
2023 Q1	$2.24K	Hold	171	–	–	﹤0.01%	295
2022 Q4	$2.23K	Sell	171 -1,176	-87%	-$15K	﹤0.01%	258
2022 Q3	$16K	Hold	1,347	–	–	0.01%	201
2022 Q2	$17K	Hold	1,347	–	–	0.01%	161
2022 Q1	$19K	Hold	1,347	–	–	0.01%	138
2021 Q4	$23K	Hold	1,347	–	–	0.01%	136
2021 Q3	$23K	Hold	1,347	–	–	0.01%	133
2021 Q2	$23K	Hold	1,347	–	–	0.01%	136
2021 Q1	$23K	Hold	1,347	–	–	0.01%	137
2020 Q4	$21K	Hold	1,347	–	–	0.01%	116
2020 Q3	$20K	Hold	1,347	–	–	0.01%	87
2020 Q2	$19K	Hold	1,347	–	–	0.01%	95
2020 Q1	$17K	Hold	1,347	–	–	0.01%	85
2019 Q4	$22K	Buy	+1,347	New	+$21.4K	0.02%	117

Other funds holding BLW

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Hoey Investments's BLW Position: Q2 2026 in Review

Hoey Investments held its BlackRock Limited Duration Income Trust (BLW) position steady in Q2 2026 at 171 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Hoey Investments first reported a position in BLW in Q4 2019 and has held it in 27 quarters since. The position peaked at $23K in Q4 2021. 42 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

Hoey Investments held 171 shares of BlackRock Limited Duration Income Trust worth $2.14K as of Q2 2026.
Hoey Investments left its BlackRock Limited Duration Income Trust share count unchanged in Q2 2026.
BlackRock Limited Duration Income Trust made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #357 holding.
Hoey Investments first reported a position in BlackRock Limited Duration Income Trust in Q4 2019 and has held it in 27 quarters since.
Hoey Investments's BlackRock Limited Duration Income Trust position peaked at $23K in Q4 2021.
42 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.