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Marin Bay Wealth Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Marin Bay Wealth 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 		$207K Buy
16,599
+399
+2% +$5.01K 0.11% 127
2026
Q1 		$204K Buy
+16,200
New +$218K 0.12% 120

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

Marin Bay Wealth Advisors's BLW Position: Q2 2026 in Review

Marin Bay Wealth Advisors increased its BlackRock Limited Duration Income Trust (BLW) stake by 2.5% in Q2 2026, buying an estimated $5.01K and bringing the position to 16,599 shares worth $207K. The position accounts for 0.11% of the portfolio, ranked #127.

Marin Bay Wealth Advisors first reported a position in BLW in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

  • Marin Bay Wealth Advisors held 16,599 shares of BlackRock Limited Duration Income Trust worth $207K as of Q2 2026.
  • Marin Bay Wealth Advisors bought 399 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $5.01K.
  • BlackRock Limited Duration Income Trust made up 0.11% of Marin Bay Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • Marin Bay Wealth Advisors first reported a position in BlackRock Limited Duration Income Trust in Q1 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Marin Bay Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.