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 Q3	$1.29M	Buy	112,700 +14,181	+14%	+$177K	﹤0.01%	957
2026 Q2	$1.23M	Buy	98,519 +28,474	+41%	+$357K	﹤0.01%	998
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

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Peregrine Asset Advisers Portland, Oregon $435M AUM 32.22% 1-Year Est. Return

Lido Advisors's BLW Position: Q3 2026 in Review

Lido Advisors increased its BlackRock Limited Duration Income Trust (BLW) stake by 14% in Q3 2026, buying an estimated $177K and bringing the position to 112,700 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Lido Advisors first reported a position in BLW in Q4 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold BLW as of Q3 2026.

Lido Advisors held 112,700 shares of BlackRock Limited Duration Income Trust worth $1.29M as of Q3 2026.
Lido Advisors bought 14,181 BlackRock Limited Duration Income Trust shares in Q3 2026, an estimated $177K.
BlackRock Limited Duration Income Trust made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #957 holding.
Lido Advisors first reported a position in BlackRock Limited Duration Income Trust in Q4 2025 and has held it in 4 quarters since.
39 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.