MML Investors Services
BLW icon

MML Investors Services’s BlackRock Limited Duration Income Trust BLW Stock Holding History

MML Investors Services’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 		$213K Buy
17,034
+198
+1% +$2.48K ﹤0.01% 3066
2026
Q1 		$212K Buy
16,836
+567
+3% +$7.64K ﹤0.01% 2791
2025
Q4 		$224K Buy
16,269
+307
+2% +$4.25K ﹤0.01% 2821
2025
Q3 		$223K Buy
15,962
+110
+0.7% +$1.55K ﹤0.01% 2710
2025
Q2 		$225K Buy
15,852
+219
+1% +$3.03K ﹤0.01% 2610
2025
Q1 		$221K Buy
15,633
+151
+1% +$2.15K ﹤0.01% 2485
2024
Q4 		$219K Buy
15,482
+470
+3% +$6.71K ﹤0.01% 2458
2024
Q3 		$217K Buy
15,012
+1,864
+14% +$26.5K ﹤0.01% 2389
2024
Q2 		$184K Buy
13,148
+233
+2% +$3.2K ﹤0.01% 2361
2024
Q1 		$181K Buy
12,915
+2,180
+20% +$30.4K ﹤0.01% 2365
2023
Q4 		$150K Sell
10,735
-918
-8% -$12K ﹤0.01% 2352
2023
Q3 		$150K Sell
11,653
-40
-0.3% -$523 ﹤0.01% 2204
2023
Q2 		$151K Buy
11,693
+24
+0.2% +$309 ﹤0.01% 2208
2023
Q1 		$153K Buy
11,669
+421
+4% +$5.61K ﹤0.01% 1934
2022
Q4 		$147K Sell
11,248
-9,072
-45% -$115K ﹤0.01% 2064
2022
Q3 		$246K Buy
20,320
+18
+0.1% +$238 ﹤0.01% 1800
2022
Q2 		$257K Buy
20,302
+18
+0.1% +$244 ﹤0.01% 1766
2022
Q1 		$291K Sell
20,284
-74
-0.4% -$1.1K ﹤0.01% 1744
2021
Q4 		$343K Sell
20,358
-72
-0.4% -$1.22K ﹤0.01% 1620
2021
Q3 		$349K Buy
20,430
+31
+0.2% +$532 ﹤0.01% 1559
2021
Q2 		$347K Buy
20,399
+9,756
+92% +$165K ﹤0.01% 1522
2021
Q1 		$178K Buy
10,643
+107
+1% +$1.72K ﹤0.01% 1745
2020
Q4 		$168K Buy
10,536
+219
+2% +$3.34K ﹤0.01% 1609
2020
Q3 		$152K Sell
10,317
-947
-8% -$14K ﹤0.01% 1516
2020
Q2 		$157K Buy
11,264
+744
+7% +$10K ﹤0.01% 1451
2020
Q1 		$133K Sell
10,520
-985
-9% -$14.9K ﹤0.01% 1320
2019
Q4 		$189K Buy
11,505
+626
+6% +$9.94K ﹤0.01% 1443
2019
Q3 		$170K Buy
10,879
+194
+2% +$2.98K ﹤0.01% 1424
2019
Q2 		$160K Buy
10,685
+280
+3% +$4.16K ﹤0.01% 1536
2019
Q1 		$153K Buy
+10,405
New +$150K ﹤0.01% 1534
2018
Q4 		– Sell
-10,206
Closed -$152K – 1504
2018
Q3 		$152K Buy
+10,206
New +$152K ﹤0.01% 1538
2018
Q1 		– Sell
-17,974
Closed -$286K – 1378
2017
Q4 		$286K Buy
17,974
+3,521
+24% +$56.2K 0.01% 1111
2017
Q3 		$233K Sell
14,453
-3,688
-20% -$58.7K ﹤0.01% 1140
2017
Q2 		$286K Sell
18,141
-5,080
-22% -$79.6K 0.01% 999
2017
Q1 		$362K Buy
+23,221
New +$364K 0.01% 537

Other funds holding BLW

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

MML Investors Services's BLW Position: Q2 2026 in Review

MML Investors Services increased its BlackRock Limited Duration Income Trust (BLW) stake by 1.2% in Q2 2026, buying an estimated $2.48K and bringing the position to 17,034 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #3066.

MML Investors Services first reported a position in BLW in Q1 2017 and has held it in 35 quarters since. The position peaked at $362K in Q1 2017. 42 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

  • MML Investors Services held 17,034 shares of BlackRock Limited Duration Income Trust worth $213K as of Q2 2026.
  • MML Investors Services bought 198 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $2.48K.
  • BlackRock Limited Duration Income Trust made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #3066 holding.
  • MML Investors Services first reported a position in BlackRock Limited Duration Income Trust in Q1 2017 and has held it in 35 quarters since.
  • MML Investors Services's BlackRock Limited Duration Income Trust position peaked at $362K in Q1 2017.
  • 42 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.