NewEdge Wealth
BLW icon

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
Morgan Stanley New York $1.96T AUM 27.49% 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 $765B AUM 28.39% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 84 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.
  • 84 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.