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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.71M Sell
136,131
-25,607
-16% -$345K ﹤0.01% 3662
2025
Q4
$2.22M Sell
161,738
-3,640
-2% -$50.4K ﹤0.01% 3305
2025
Q3
$2.32M Sell
165,378
-1,529
-0.9% -$21.6K ﹤0.01% 3189
2025
Q2
$2.37M Buy
166,907
+12,321
+8% +$170K ﹤0.01% 2972
2025
Q1
$2.19M Buy
154,586
+40,195
+35% +$571K ﹤0.01% 2879
2024
Q4
$1.62M Buy
114,391
+5,582
+5% +$79.7K ﹤0.01% 3059
2024
Q3
$1.58M Sell
108,809
-205,967
-65% -$2.93M ﹤0.01% 2961
2024
Q2
$4.39M Buy
314,776
+131,923
+72% +$1.81M ﹤0.01% 1972
2024
Q1
$2.57M Buy
182,853
+46,434
+34% +$648K ﹤0.01% 2320
2023
Q4
$1.91M Buy
136,419
+39,013
+40% +$508K ﹤0.01% 2448
2023
Q3
$1.25M Sell
97,406
-5,467
-5% -$71.5K ﹤0.01% 2706
2023
Q2
$1.33M Buy
102,873
+5,453
+6% +$70.3K ﹤0.01% 2623
2023
Q1
$1.28M Sell
97,420
-4,212
-4% -$56.1K ﹤0.01% 2545
2022
Q4
$1.33M Buy
101,632
+3,679
+4% +$46.8K ﹤0.01% 2420
2022
Q3
$1.19M Sell
97,953
-1,377
-1% -$18.2K ﹤0.01% 2397
2022
Q2
$1.26M Buy
99,330
+7,782
+9% +$106K ﹤0.01% 2394
2022
Q1
$1.31M Buy
91,548
+5,461
+6% +$81.1K ﹤0.01% 2380
2021
Q4
$1.45M Buy
86,087
+4,236
+5% +$72K ﹤0.01% 2341
2021
Q3
$1.4M Sell
81,851
-794
-1% -$13.6K ﹤0.01% 2336
2021
Q2
$1.41M Buy
82,645
+2,435
+3% +$41.2K ﹤0.01% 2275
2021
Q1
$1.34M Buy
80,210
+10,153
+14% +$163K ﹤0.01% 2147
2020
Q4
$1.11M Sell
70,057
-8,038
-10% -$123K ﹤0.01% 2097
2020
Q3
$1.15M Sell
78,095
-5,364
-6% -$79.2K ﹤0.01% 1832
2020
Q2
$1.16M Sell
83,459
-3,053
-4% -$41.1K ﹤0.01% 1721
2020
Q1
$1.09M Sell
86,512
-3,623
-4% -$54.7K ﹤0.01% 1565
2019
Q4
$1.48M Sell
90,135
-22
-0% -$349 ﹤0.01% 1568
2019
Q3
$1.41M Buy
90,157
+1,680
+2% +$25.8K ﹤0.01% 1494
2019
Q2
$1.33M Buy
88,477
+884
+1% +$13.1K ﹤0.01% 1527
2019
Q1
$1.29M Buy
87,593
+692
+0.8% +$9.99K ﹤0.01% 1484
2018
Q4
$1.16M Sell
86,901
-12,651
-13% -$179K ﹤0.01% 1419
2018
Q3
$1.48M Sell
99,552
-6,906
-6% -$103K ﹤0.01% 1376
2018
Q2
$1.58M Sell
106,458
-5,670
-5% -$84.9K ﹤0.01% 1284
2018
Q1
$1.69M Buy
112,128
+29,857
+36% +$462K ﹤0.01% 1218
2017
Q4
$1.31M Buy
82,271
+15,865
+24% +$253K ﹤0.01% 1342
2017
Q3
$1.07M Buy
66,406
+2,141
+3% +$34.1K ﹤0.01% 1387
2017
Q2
$1.01M Sell
64,265
-76,532
-54% -$1.2M ﹤0.01% 1363
2017
Q1
$2.19M Sell
140,797
-1,315
-0.9% -$20.6K 0.01% 779
2016
Q4
$2.17M Sell
142,112
-7,063
-5% -$107K 0.02% 755
2016
Q3
$2.31M Buy
149,175
+19,540
+15% +$303K 0.02% 700
2016
Q2
$1.99M Sell
129,635
-99,339
-43% -$1.49M 0.02% 765
2016
Q1
$3.38M Buy
228,974
+7,723
+3% +$109K 0.01% 916
2015
Q4
$3.24M Buy
221,251
+141,229
+176% +$2.04M 0.01% 915
2015
Q3
$1.14M Buy
80,022
+1,124
+1% +$16.7K 0.01% 1157
2015
Q2
$1.21M Sell
78,898
-3,413
-4% -$54.4K 0.01% 1222
2015
Q1
$1.31M Sell
82,311
-21,168
-20% -$334K 0.01% 1167
2014
Q4
$1.63M Buy
103,479
+1,153
+1% +$18.4K 0.01% 1011
2014
Q3
$1.67M Buy
102,326
+8,154
+9% +$137K 0.01% 960
2014
Q2
$1.63M Buy
94,172
+8,581
+10% +$148K 0.01% 1011
2014
Q1
$1.47M Buy
85,591
+5,549
+7% +$95.7K 0.01% 1014
2013
Q4
$1.37M Buy
80,042
+1,353
+2% +$22.7K 0.01% 1049
2013
Q3
$1.29M Sell
78,689
-25,966
-25% -$439K 0.01% 1032
2013
Q2
$1.84M Buy
+104,655
New +$1.91M 0.01% 763

Other funds holding BLW

LPL Financial's BLW Position: Q1 2026 in Review

LPL Financial reduced its BlackRock Limited Duration Income Trust (BLW) stake by 16% in Q1 2026, selling an estimated $345K and leaving 136,131 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3662.

LPL Financial first reported a position in BLW in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.39M in Q2 2024. 82 funds tracked by Wall St. Rank hold BLW as of Q1 2026.

  • LPL Financial held 136,131 shares of BlackRock Limited Duration Income Trust worth $1.71M as of Q1 2026.
  • LPL Financial sold 25,607 BlackRock Limited Duration Income Trust shares in Q1 2026, an estimated $345K.
  • BlackRock Limited Duration Income Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3662 holding.
  • LPL Financial first reported a position in BlackRock Limited Duration Income Trust in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's BlackRock Limited Duration Income Trust position peaked at $4.39M in Q2 2024.
  • 82 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.