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Jefferies Financial Group’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Jefferies Financial Group’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 		$1.62M Buy
129,856
+453
+0.4% +$5.68K 0.01% 763
2026
Q1 		$1.63M Sell
129,403
-121
-0.1% -$1.63K 0.01% 712
2025
Q4 		$1.78M Sell
129,524
-4,662
-3% -$64.5K 0.01% 862
2025
Q3 		$1.88M Sell
134,186
-11,024
-8% -$156K 0.01% 668
2025
Q2 		$2.06M Sell
145,210
-858
-0.6% -$11.9K 0.02% 521
2025
Q1 		$2.07M Sell
146,068
-36,725
-20% -$522K 0.02% 573
2024
Q4 		$2.58M Buy
182,793
+935
+0.5% +$13.4K 0.02% 580
2024
Q3 		$2.63M Buy
181,858
+490
+0.3% +$6.97K 0.02% 499
2024
Q2 		$2.53M Buy
181,368
+1,745
+1% +$23.9K 0.03% 475
2024
Q1 		$2.52M Sell
179,623
-8,610
-5% -$120K 0.02% 510
2023
Q4 		$2.63M Buy
188,233
+73,832
+65% +$961K 0.02% 611
2023
Q3 		$1.47M Buy
114,401
+21,549
+23% +$282K 0.01% 707
2023
Q2 		$1.2M Buy
92,852
+27,177
+41% +$350K 0.01% 850
2023
Q1 		$861K Buy
+65,675
New +$875K 0.01% 946

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
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
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

Jefferies Financial Group's BLW Position: Q2 2026 in Review

Jefferies Financial Group increased its BlackRock Limited Duration Income Trust (BLW) stake by 0.35% in Q2 2026, buying an estimated $5.68K and bringing the position to 129,856 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #763.

Jefferies Financial Group first reported a position in BLW in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.63M in Q3 2024. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

  • Jefferies Financial Group held 129,856 shares of BlackRock Limited Duration Income Trust worth $1.62M as of Q2 2026.
  • Jefferies Financial Group bought 453 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $5.68K.
  • BlackRock Limited Duration Income Trust made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #763 holding.
  • Jefferies Financial Group first reported a position in BlackRock Limited Duration Income Trust in Q1 2023 and has held it in 14 quarters since.
  • Jefferies Financial Group's BlackRock Limited Duration Income Trust position peaked at $2.63M in Q3 2024.
  • 85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.