Jones Financial Companies’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-714
Closed -$9.81K 4746
2025
Q4
$9.81K Buy
+714
New +$9.89K ﹤0.01% 3226

Other funds holding BLW

Jones Financial Companies's BLW Position: Q1 2026 in Review

Jones Financial Companies sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2026, closing a stake of 714 shares — an estimated $9.81K sold.

Jones Financial Companies first reported a position in BLW in Q4 2025 and held it in 1 quarter. The position peaked at $9.81K in Q4 2025. 82 funds tracked by Wall St. Rank hold BLW as of Q1 2026.

  • Jones Financial Companies reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 714 BlackRock Limited Duration Income Trust shares in Q1 2026, an estimated $9.81K.
  • Jones Financial Companies first reported a position in BlackRock Limited Duration Income Trust in Q4 2025 and held it in 1 quarter.
  • Jones Financial Companies's BlackRock Limited Duration Income Trust position peaked at $9.81K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.