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Integrated Wealth Concepts’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-40,451
Closed -$556K – 2284
2025
Q4 		$556K Buy
+40,451
New +$560K 0.01% 1040

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Integrated Wealth Concepts's BLW Position: Q1 2026 in Review

Integrated Wealth Concepts sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2026, closing a stake of 40,451 shares — an estimated $556K sold.

Integrated Wealth Concepts first reported a position in BLW in Q4 2025 and held it in 1 quarter. The position peaked at $556K in Q4 2025. 82 funds tracked by Wall St. Rank hold BLW as of Q1 2026.

  • Integrated Wealth Concepts reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 40,451 BlackRock Limited Duration Income Trust shares in Q1 2026, an estimated $556K.
  • Integrated Wealth Concepts first reported a position in BlackRock Limited Duration Income Trust in Q4 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's BlackRock Limited Duration Income Trust position peaked at $556K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2026.

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