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Jackson Hole Capital Partners’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Jackson Hole Capital Partners’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 		$435K Buy
34,570
+6,882
+25% +$92.8K 0.07% 162
2025
Q4 		$380K Buy
27,688
+2,421
+10% +$33.5K 0.07% 166
2025
Q3 		$354K Buy
25,267
+9,643
+62% +$136K 0.06% 167
2025
Q2 		$222K Buy
+15,624
New +$216K 0.04% 196

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 $3.6B AUM 30.03% 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

Jackson Hole Capital Partners's BLW Position: Q1 2026 in Review

Jackson Hole Capital Partners increased its BlackRock Limited Duration Income Trust (BLW) stake by 25% in Q1 2026, buying an estimated $92.8K and bringing the position to 34,570 shares worth $435K. The position accounts for 0.07% of the portfolio, ranked #162.

Jackson Hole Capital Partners first reported a position in BLW in Q2 2025 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold BLW as of Q1 2026.

  • Jackson Hole Capital Partners held 34,570 shares of BlackRock Limited Duration Income Trust worth $435K as of Q1 2026.
  • Jackson Hole Capital Partners bought 6,882 BlackRock Limited Duration Income Trust shares in Q1 2026, an estimated $92.8K.
  • BlackRock Limited Duration Income Trust made up 0.07% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #162 holding.
  • Jackson Hole Capital Partners first reported a position in BlackRock Limited Duration Income Trust in Q2 2025 and has held it in 4 quarters since.
  • 82 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.