Newbridge Financial Services Group’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Newbridge Financial Services Group’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 Q4	–	Sell	-2,479	Closed	-$34.7K	–	1219
2025 Q3	$34.7K	Sell	2,479 -500	-17%	-$7.07K	0.01%	594
2025 Q2	$42.2K	Buy	+2,979	New	+$41.2K	0.01%	540
2021 Q3	–	Sell	-54,336	Closed	-$925K	–	1400
2021 Q2	$925K	Buy	54,336 +18,737	+53%	+$317K	0.57%	28
2021 Q1	$596K	Buy	35,599 +10,978	+45%	+$176K	0.44%	46
2020 Q4	$392K	Buy	24,621 +8,691	+55%	+$132K	0.32%	71
2020 Q3	$234K	Buy	+15,930	New	+$235K	0.23%	99

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

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

BZWA

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

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

Newbridge Financial Services Group's BLW Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2025, closing a stake of 2,479 shares — an estimated $34.7K sold.

Newbridge Financial Services Group first reported a position in BLW in Q3 2020 and held it in 6 quarters. The position peaked at $925K in Q2 2021. 81 funds tracked by Wall St. Rank hold BLW as of Q4 2025.

Newbridge Financial Services Group reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 2,479 BlackRock Limited Duration Income Trust shares in Q4 2025, an estimated $34.7K.
Newbridge Financial Services Group first reported a position in BlackRock Limited Duration Income Trust in Q3 2020 and held it in 6 quarters.
Newbridge Financial Services Group's BlackRock Limited Duration Income Trust position peaked at $925K in Q2 2021.
81 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.