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 Q2	$331K	Buy	+26,501	New	+$333K	﹤0.01%	2019
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 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

Integrated Wealth Concepts's BLW Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in BlackRock Limited Duration Income Trust (BLW) in Q2 2026: 26,501 shares worth $331K. The stake represents ﹤0.01% of the portfolio and ranks #2019 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in BLW as recently as Q4 2025.

Integrated Wealth Concepts first reported a position in BLW in Q4 2025 and has held it in 2 quarters since. The position peaked at $556K in Q4 2025. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

Integrated Wealth Concepts held 26,501 shares of BlackRock Limited Duration Income Trust worth $331K as of Q2 2026.
BlackRock Limited Duration Income Trust was a new Integrated Wealth Concepts position in Q2 2026.
BlackRock Limited Duration Income Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2019 holding.
Integrated Wealth Concepts first reported a position in BlackRock Limited Duration Income Trust in Q4 2025 and has held it in 2 quarters since.
Integrated Wealth Concepts's BlackRock Limited Duration Income Trust position peaked at $556K in Q4 2025.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.