Moisand Fitzgerald Tamayo’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Moisand Fitzgerald Tamayo’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	$6.25K	Hold	500	–	–	﹤0.01%	414
2026 Q1	$6.29K	Hold	500	–	–	﹤0.01%	385
2025 Q4	$6.87K	Hold	500	–	–	﹤0.01%	380
2025 Q3	$7K	Hold	500	–	–	﹤0.01%	399
2025 Q2	$7.09K	Hold	500	–	–	﹤0.01%	382
2025 Q1	$7.07K	Hold	500	–	–	﹤0.01%	381
2024 Q4	$7.07K	Hold	500	–	–	﹤0.01%	384
2024 Q3	$7.24K	Hold	500	–	–	﹤0.01%	391
2024 Q2	$6.98K	Hold	500	–	–	﹤0.01%	347
2024 Q1	$7.01K	Hold	500	–	–	﹤0.01%	355
2023 Q4	$6.99K	Hold	500	–	–	﹤0.01%	387
2023 Q3	$6.44K	Hold	500	–	–	﹤0.01%	397
2023 Q2	$6.44K	Hold	500	–	–	﹤0.01%	376
2023 Q1	$6.55K	Hold	500	–	–	﹤0.01%	376
2022 Q4	$6.54K	Hold	500	–	–	﹤0.01%	366
2022 Q3	$6K	Hold	500	–	–	﹤0.01%	332
2022 Q2	$6K	Hold	500	–	–	﹤0.01%	305
2022 Q1	$7K	Hold	500	–	–	﹤0.01%	214
2021 Q4	$8K	Hold	500	–	–	﹤0.01%	270
2021 Q3	$9K	Hold	500	–	–	﹤0.01%	252
2021 Q2	$9K	Buy	+500	New	+$8.46K	﹤0.01%	269

Other funds holding BLW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Moisand Fitzgerald Tamayo's BLW Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its BlackRock Limited Duration Income Trust (BLW) position steady in Q2 2026 at 500 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Moisand Fitzgerald Tamayo first reported a position in BLW in Q2 2021 and has held it in 21 quarters since. The position peaked at $9K in Q3 2021. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

Moisand Fitzgerald Tamayo held 500 shares of BlackRock Limited Duration Income Trust worth $6.25K as of Q2 2026.
Moisand Fitzgerald Tamayo left its BlackRock Limited Duration Income Trust share count unchanged in Q2 2026.
BlackRock Limited Duration Income Trust made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #414 holding.
Moisand Fitzgerald Tamayo first reported a position in BlackRock Limited Duration Income Trust in Q2 2021 and has held it in 21 quarters since.
Moisand Fitzgerald Tamayo's BlackRock Limited Duration Income Trust position peaked at $9K in Q3 2021.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.