Moloney Securities Asset Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Moloney Securities Asset 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
2025 Q3	$154K	Buy	+11,000	New	+$155K	0.02%	457

Other funds holding BLW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Moloney Securities Asset Management's BLW Position: Q3 2025 in Review

Moloney Securities Asset Management opened a new position in BlackRock Limited Duration Income Trust (BLW) in Q3 2025: 11,000 shares worth $154K. The stake represents 0.02% of the portfolio and ranks #457 among its holdings.

85 funds tracked by Wall St. Rank hold BLW as of Q3 2025.

Moloney Securities Asset Management held 11,000 shares of BlackRock Limited Duration Income Trust worth $154K as of Q3 2025.
BlackRock Limited Duration Income Trust was a new Moloney Securities Asset Management position in Q3 2025.
BlackRock Limited Duration Income Trust made up 0.02% of Moloney Securities Asset Management's portfolio in Q3 2025, its #457 holding.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.