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Jaffetilchin Investment Partners’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Jaffetilchin Investment 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
2024
Q4 		– Sell
-1,696
Closed -$24.6K – 482
2024
Q3 		$24.6K Buy
+1,696
New +$24.1K ﹤0.01% 722

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GC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Jaffetilchin Investment Partners's BLW Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2024, closing a stake of 1,696 shares — an estimated $24.6K sold.

Jaffetilchin Investment Partners first reported a position in BLW in Q3 2024 and held it in 1 quarter. The position peaked at $24.6K in Q3 2024. 76 funds tracked by Wall St. Rank hold BLW as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,696 BlackRock Limited Duration Income Trust shares in Q4 2024, an estimated $24.6K.
  • Jaffetilchin Investment Partners first reported a position in BlackRock Limited Duration Income Trust in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's BlackRock Limited Duration Income Trust position peaked at $24.6K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.