IHT Wealth Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

IHT Wealth Management’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	$131K	Sell	10,460 -9,951	-49%	-$125K	﹤0.01%	1202
2026 Q1	$257K	Buy	20,411 +4,045	+25%	+$54.5K	0.01%	1069
2025 Q4	$225K	Buy	16,366 +2,542	+18%	+$35.2K	0.01%	1078
2025 Q3	$194K	Buy	+13,824	New	+$195K	﹤0.01%	1124
2021 Q3	–	Sell	-46,583	Closed	-$793K	–	829
2021 Q2	$793K	Sell	46,583 -13,681	-23%	-$232K	0.05%	385
2021 Q1	$1.01M	Sell	60,264 -26,511	-31%	-$425K	0.07%	269
2020 Q4	$1.38M	Sell	86,775 -343	-0.4%	-$5.23K	0.11%	189
2020 Q3	$1.28M	Buy	+87,118	New	+$1.29M	0.13%	169
2020 Q2	–	Sell	-98,815	Closed	-$1.25M	–	583
2020 Q1	$1.25M	Sell	98,815 -15,086	-13%	-$228K	0.18%	137
2019 Q4	$1.87M	Sell	113,901 -24,771	-18%	-$393K	0.22%	108
2019 Q3	$2.17M	Sell	138,672 -2,243	-2%	-$34.5K	0.29%	81
2019 Q2	$2.11M	Sell	140,915 -2,613	-2%	-$38.8K	0.31%	77
2019 Q1	$2.11M	Buy	143,528 +17,015	+13%	+$246K	0.35%	68
2018 Q4	$1.69M	Buy	+126,513	New	+$1.79M	0.33%	81
2018 Q2	–	Sell	-976	Closed	-$15K	–	530
2018 Q1	$15K	Hold	976	–	–	﹤0.01%	1057
2017 Q4	$16K	Hold	976	–	–	﹤0.01%	1046
2017 Q3	$16K	Hold	976	–	–	0.01%	832
2017 Q2	$14K	Buy	976 +476	+95%	+$7.46K	0.01%	866
2017 Q1	$8K	Hold	500	–	–	0.01%	883
2016 Q4	$8K	Buy	+500	New	+$7.61K	0.01%	830

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

IHT Wealth Management's BLW Position: Q2 2026 in Review

IHT Wealth Management reduced its BlackRock Limited Duration Income Trust (BLW) stake by 49% in Q2 2026, selling an estimated $125K and leaving 10,460 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

IHT Wealth Management first reported a position in BLW in Q4 2016 and has held it in 20 quarters since. The position peaked at $2.17M in Q3 2019. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

IHT Wealth Management held 10,460 shares of BlackRock Limited Duration Income Trust worth $131K as of Q2 2026.
IHT Wealth Management sold 9,951 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $125K.
BlackRock Limited Duration Income Trust made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1202 holding.
IHT Wealth Management first reported a position in BlackRock Limited Duration Income Trust in Q4 2016 and has held it in 20 quarters since.
IHT Wealth Management's BlackRock Limited Duration Income Trust position peaked at $2.17M in Q3 2019.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.