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

NewEdge Wealth’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 Q1	–	Sell	-124,574	Closed	-$1.71M	–	1143
2025 Q4	$1.71M	Sell	124,574 -17,024	-12%	-$236K	0.02%	494
2025 Q3	$1.97M	Buy	+141,598	New	+$2M	0.03%	399

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

VVP

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Wealth's BLW Position: Q1 2026 in Review

NewEdge Wealth sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2026, closing a stake of 124,574 shares — an estimated $1.71M sold.

NewEdge Wealth first reported a position in BLW in Q3 2025 and held it in 2 quarters. The position peaked at $1.97M in Q3 2025. 82 funds tracked by Wall St. Rank hold BLW as of Q1 2026.

NewEdge Wealth reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 124,574 BlackRock Limited Duration Income Trust shares in Q1 2026, an estimated $1.71M.
NewEdge Wealth first reported a position in BlackRock Limited Duration Income Trust in Q3 2025 and held it in 2 quarters.
NewEdge Wealth's BlackRock Limited Duration Income Trust position peaked at $1.97M in Q3 2025.
82 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.