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 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

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

Lido Advisors's BLW Position: Q2 2026 in Review

Lido Advisors increased its BlackRock Limited Duration Income Trust (BLW) stake by 41% in Q2 2026, buying an estimated $357K and bringing the position to 98,519 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Lido Advisors first reported a position in BLW in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

Lido Advisors held 98,519 shares of BlackRock Limited Duration Income Trust worth $1.23M as of Q2 2026.
Lido Advisors bought 28,474 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $357K.
BlackRock Limited Duration Income Trust made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #998 holding.
Lido Advisors first reported a position in BlackRock Limited Duration Income Trust in Q4 2025 and has held it in 3 quarters since.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.