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 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	$14	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 $1.66T 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

IHT Wealth Management's BLW Position: Q1 2026 in Review

IHT Wealth Management increased its BlackRock Limited Duration Income Trust (BLW) stake by 25% in Q1 2026, buying an estimated $54.5K and bringing the position to 20,411 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #1069.

IHT Wealth Management first reported a position in BLW in Q4 2016 and has held it in 19 quarters since. The position peaked at $2.17M in Q3 2019. 82 funds tracked by Wall St. Rank hold BLW as of Q1 2026.

IHT Wealth Management held 20,411 shares of BlackRock Limited Duration Income Trust worth $257K as of Q1 2026.
IHT Wealth Management bought 4,045 BlackRock Limited Duration Income Trust shares in Q1 2026, an estimated $54.5K.
BlackRock Limited Duration Income Trust made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1069 holding.
IHT Wealth Management first reported a position in BlackRock Limited Duration Income Trust in Q4 2016 and has held it in 19 quarters since.
IHT Wealth Management's BlackRock Limited Duration Income Trust position peaked at $2.17M in Q3 2019.
82 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.