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

LifeSteps Financial’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 		$12.5K Buy
+1,000
New +$12.5K 0.01% 375

Other funds holding BLW

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

LifeSteps Financial's BLW Position: Q2 2026 in Review

LifeSteps Financial opened a new position in BlackRock Limited Duration Income Trust (BLW) in Q2 2026: 1,000 shares worth $12.5K. The stake represents 0.01% of the portfolio and ranks #375 among its holdings.

9 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

  • LifeSteps Financial held 1,000 shares of BlackRock Limited Duration Income Trust worth $12.5K as of Q2 2026.
  • BlackRock Limited Duration Income Trust was a new LifeSteps Financial position in Q2 2026.
  • BlackRock Limited Duration Income Trust made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #375 holding.
  • 9 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.