Lido Advisors
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Lido Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Lido Advisors’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 		$882K Buy
70,045
+467
+0.7% +$6.29K ﹤0.01% 1020
2025
Q4 		$956K Buy
+69,578
New +$963K ﹤0.01% 1025

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 $3B AUM 24.41% 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

Lido Advisors's BLW Position: Q1 2026 in Review

Lido Advisors increased its BlackRock Limited Duration Income Trust (BLW) stake by 0.67% in Q1 2026, buying an estimated $6.29K and bringing the position to 70,045 shares worth $882K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Lido Advisors first reported a position in BLW in Q4 2025 and has held it in 2 quarters since. The position peaked at $956K in Q4 2025. 82 funds tracked by Wall St. Rank hold BLW as of Q1 2026.

  • Lido Advisors held 70,045 shares of BlackRock Limited Duration Income Trust worth $882K as of Q1 2026.
  • Lido Advisors bought 467 BlackRock Limited Duration Income Trust shares in Q1 2026, an estimated $6.29K.
  • BlackRock Limited Duration Income Trust made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1020 holding.
  • Lido Advisors first reported a position in BlackRock Limited Duration Income Trust in Q4 2025 and has held it in 2 quarters since.
  • Lido Advisors's BlackRock Limited Duration Income Trust position peaked at $956K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.