Kestra Advisory Services’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Kestra Advisory Services’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	$843K	Buy	67,456 +19,089	+39%	+$240K	﹤0.01%	1959
2026 Q1	$609K	Buy	48,367 +10,452	+28%	+$141K	﹤0.01%	2074
2025 Q4	$521K	Buy	37,915 +15,125	+66%	+$209K	﹤0.01%	2112
2025 Q3	$319K	Sell	22,790 -4,527	-17%	-$64K	﹤0.01%	2398
2025 Q2	$387K	Buy	27,317 +15,475	+131%	+$214K	﹤0.01%	2160
2025 Q1	$167K	Buy	11,842 +462	+4%	+$6.57K	﹤0.01%	2514
2024 Q4	$161K	Sell	11,380 -3,738	-25%	-$53.4K	﹤0.01%	2526
2024 Q3	$219K	Sell	15,118 -14,656	-49%	-$209K	﹤0.01%	2316
2024 Q2	$416K	Buy	29,774 +5,454	+22%	+$74.8K	﹤0.01%	1897
2024 Q1	$341K	Sell	24,320 -972	-4%	-$13.6K	﹤0.01%	1914
2023 Q4	$354K	Buy	+25,292	New	+$329K	﹤0.01%	1734
2023 Q3	–	Sell	-33,023	Closed	-$425K	–	2118
2023 Q2	$425K	Buy	+33,023	New	+$426K	﹤0.01%	1412
2021 Q4	–	Sell	-42,371	Closed	-$724K	–	2028
2021 Q3	$724K	Buy	+42,371	New	+$728K	0.01%	1188
2021 Q1	–	Sell	-69,094	Closed	-$1.09M	–	1865
2020 Q4	$1.09M	Buy	+69,094	New	+$1.05M	0.01%	834

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

Kestra Advisory Services's BLW Position: Q2 2026 in Review

Kestra Advisory Services increased its BlackRock Limited Duration Income Trust (BLW) stake by 39% in Q2 2026, buying an estimated $240K and bringing the position to 67,456 shares worth $843K. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

Kestra Advisory Services first reported a position in BLW in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.09M in Q4 2020. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

Kestra Advisory Services held 67,456 shares of BlackRock Limited Duration Income Trust worth $843K as of Q2 2026.
Kestra Advisory Services bought 19,089 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $240K.
BlackRock Limited Duration Income Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1959 holding.
Kestra Advisory Services first reported a position in BlackRock Limited Duration Income Trust in Q4 2020 and has held it in 14 quarters since.
Kestra Advisory Services's BlackRock Limited Duration Income Trust position peaked at $1.09M in Q4 2020.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.