IA
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IFP Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

IFP Advisors’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 		$33.3K Buy
2,664
+62
+2% +$778 ﹤0.01% 2648
2026
Q1 		$32.8K Buy
2,602
+58
+2% +$782 ﹤0.01% 2494
2025
Q4 		$35K Buy
2,544
+54
+2% +$748 ﹤0.01% 2399
2025
Q3 		$34.9K Buy
2,490
+51
+2% +$721 ﹤0.01% 2266
2025
Q2 		$34.6K Buy
2,439
+50
+2% +$691 ﹤0.01% 2250
2025
Q1 		$33.8K Buy
2,389
+49
+2% +$696 ﹤0.01% 2068
2024
Q4 		$33.1K Buy
2,340
+48
+2% +$686 ﹤0.01% 2038
2024
Q3 		$33.2K Buy
2,292
+46
+2% +$655 ﹤0.01% 1909
2024
Q2 		$31.4K Buy
2,246
+45
+2% +$618 ﹤0.01% 1875
2024
Q1 		$30.9K Buy
2,201
+42
+2% +$586 ﹤0.01% 1774
2023
Q4 		$30.2K Buy
2,159
+59
+3% +$768 ﹤0.01% 1763
2023
Q3 		$27.1K Buy
2,100
+39
+2% +$510 ﹤0.01% 1798
2023
Q2 		$26.5K Buy
2,061
+353
+21% +$4.55K ﹤0.01% 1880
2023
Q1 		$25.4K Buy
1,708
+24
+1% +$320 ﹤0.01% 1912
2022
Q4 		$25K Sell
1,684
-2,019
-55% -$25.7K ﹤0.01% 2705
2022
Q3 		$55K Buy
3,703
+36
+1% +$475 ﹤0.01% 2287
2022
Q2 		$55K Hold
3,667
– – ﹤0.01% 2095
2022
Q1 		$55K Buy
+3,667
New +$54.5K ﹤0.01% 2095
2019
Q1 		– Sell
-902
Closed -$12K – 2474
2018
Q4 		$12K Hold
902
– – ﹤0.01% 2394
2018
Q3 		$13K Sell
902
-500
-36% -$7.46K ﹤0.01% 2688
2018
Q2 		$21K Sell
1,402
-701
-33% -$10.5K ﹤0.01% 2425
2018
Q1 		$33K Hold
2,103
– – ﹤0.01% 2048
2017
Q4 		$33K Sell
2,103
-2,410
-53% -$38.5K ﹤0.01% 2073
2017
Q3 		$73K Hold
4,513
– – ﹤0.01% 1744
2017
Q2 		$71K Hold
4,513
– – ﹤0.01% 1732
2017
Q1 		$70K Hold
4,513
– – ﹤0.01% 1722
2016
Q4 		$68K Sell
4,513
-695
-13% -$10.6K ﹤0.01% 1694
2016
Q3 		$81K Hold
5,208
– – ﹤0.01% 1502
2016
Q2 		$79K Buy
+5,208
New +$78.1K ﹤0.01% 1476
2016
Q1 		– Sell
-5,208
Closed -$76K – 2468
2015
Q4 		$76K Buy
+5,208
New +$75.4K 0.01% 1333

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
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
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

IFP Advisors's BLW Position: Q2 2026 in Review

IFP Advisors increased its BlackRock Limited Duration Income Trust (BLW) stake by 2.4% in Q2 2026, buying an estimated $778 and bringing the position to 2,664 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2648.

IFP Advisors first reported a position in BLW in Q4 2015 and has held it in 30 quarters since. The position peaked at $81K in Q3 2016. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

  • IFP Advisors held 2,664 shares of BlackRock Limited Duration Income Trust worth $33.3K as of Q2 2026.
  • IFP Advisors bought 62 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $778.
  • BlackRock Limited Duration Income Trust made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2648 holding.
  • IFP Advisors first reported a position in BlackRock Limited Duration Income Trust in Q4 2015 and has held it in 30 quarters since.
  • IFP Advisors's BlackRock Limited Duration Income Trust position peaked at $81K in Q3 2016.
  • 85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.