MWM
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Maimon Wealth Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Maimon Wealth Management’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 		$125K Hold
10,000
– – 0.1% 79
2026
Q1 		$122K Hold
10,000
– – 0.11% 76
2025
Q4 		$137K Buy
+10,000
New +$138K 0.13% 70

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
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
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

Maimon Wealth Management's BLW Position: Q2 2026 in Review

Maimon Wealth Management held its BlackRock Limited Duration Income Trust (BLW) position steady in Q2 2026 at 10,000 shares worth $125K. The position accounts for 0.1% of the portfolio, ranked #79.

Maimon Wealth Management first reported a position in BLW in Q4 2025 and has held it in 3 quarters since. The position peaked at $137K in Q4 2025. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

  • Maimon Wealth Management held 10,000 shares of BlackRock Limited Duration Income Trust worth $125K as of Q2 2026.
  • Maimon Wealth Management left its BlackRock Limited Duration Income Trust share count unchanged in Q2 2026.
  • BlackRock Limited Duration Income Trust made up 0.1% of Maimon Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Maimon Wealth Management first reported a position in BlackRock Limited Duration Income Trust in Q4 2025 and has held it in 3 quarters since.
  • Maimon Wealth Management's BlackRock Limited Duration Income Trust position peaked at $137K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Maimon Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.