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

LM 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
2024
Q4 		– Sell
-14,877
Closed -$215K – 188
2024
Q3 		$215K Hold
14,877
– – 0.04% 166
2024
Q2 		$208K Sell
14,877
-1,950
-12% -$26.8K ﹤0.01% 181
2024
Q1 		$236K Sell
16,827
-1,500
-8% -$20.9K 0.04% 193
2023
Q4 		$256K Buy
+18,327
New +$239K 0.05% 171

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

LM Advisors's BLW Position: Q4 2024 in Review

LM Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2024, closing a stake of 14,877 shares — an estimated $215K sold.

LM Advisors first reported a position in BLW in Q4 2023 and held it in 4 quarters. The position peaked at $256K in Q4 2023. 76 funds tracked by Wall St. Rank hold BLW as of Q4 2024.

  • LM Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2024 after selling out during the quarter.
  • LM Advisors sold 14,877 BlackRock Limited Duration Income Trust shares in Q4 2024, an estimated $215K.
  • LM Advisors first reported a position in BlackRock Limited Duration Income Trust in Q4 2023 and held it in 4 quarters.
  • LM Advisors's BlackRock Limited Duration Income Trust position peaked at $256K in Q4 2023.
  • 76 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2024.

Based on LM Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.