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BLW icon

NewEdge Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

NewEdge 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 		$520K Hold
41,629
– – ﹤0.01% 2116
2026
Q1 		$524K Sell
41,629
-5,126
-11% -$69.1K ﹤0.01% 1956
2025
Q4 		$642K Sell
46,755
-150
-0.3% -$2.08K ﹤0.01% 1778
2025
Q3 		$657K Buy
46,905
+1,145
+3% +$16.2K ﹤0.01% 1654
2025
Q2 		$649K Sell
45,760
-700
-2% -$9.68K ﹤0.01% 1546
2025
Q1 		$657K Sell
46,460
-100
-0.2% -$1.42K ﹤0.01% 1421
2024
Q4 		$658K Buy
46,560
+70
+0.2% +$1K ﹤0.01% 1392
2024
Q3 		$673K Sell
46,490
-3,700
-7% -$52.7K ﹤0.01% 1299
2024
Q2 		$701K Sell
50,190
-970
-2% -$13.3K 0.01% 1227
2024
Q1 		$718K Sell
51,160
-9,150
-15% -$128K 0.01% 1159
2023
Q4 		$838K Buy
60,310
+13,650
+29% +$178K 0.01% 1028
2023
Q3 		$601K Sell
46,660
-13,364
-22% -$175K 0.01% 1085
2023
Q2 		$773K Buy
60,024
+974
+2% +$12.6K 0.01% 987
2023
Q1 		$768K Buy
59,050
+1,151
+2% +$15.3K 0.01% 907
2022
Q4 		$727K Sell
57,899
-1,542
-3% -$19.6K 0.02% 625
2022
Q3 		$719K Sell
59,441
-1,132
-2% -$14.9K 0.01% 789
2022
Q2 		$767K Buy
60,573
+2,056
+4% +$27.9K 0.01% 800
2022
Q1 		$839K Buy
58,517
+5,205
+10% +$77.3K 0.01% 697
2021
Q4 		$899K Buy
+53,312
New +$906K 0.01% 786

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

NewEdge Advisors's BLW Position: Q2 2026 in Review

NewEdge Advisors held its BlackRock Limited Duration Income Trust (BLW) position steady in Q2 2026 at 41,629 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

NewEdge Advisors first reported a position in BLW in Q4 2021 and has held it in 19 quarters since. The position peaked at $899K in Q4 2021. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

  • NewEdge Advisors held 41,629 shares of BlackRock Limited Duration Income Trust worth $520K as of Q2 2026.
  • NewEdge Advisors left its BlackRock Limited Duration Income Trust share count unchanged in Q2 2026.
  • BlackRock Limited Duration Income Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2116 holding.
  • NewEdge Advisors first reported a position in BlackRock Limited Duration Income Trust in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's BlackRock Limited Duration Income Trust position peaked at $899K in Q4 2021.
  • 85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.