Oliver Lagore Vanvalin Investment Group’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$46.7K	Buy	+3,300	New	+$45.6K	0.02%	255
2024 Q4	$46.6K	Hold	3,300	–	–	0.01%	257
2024 Q3	$47.8K	Hold	3,300	–	–	0.01%	253
2024 Q2	$46.1K	Hold	3,300	–	–	0.01%	245
2024 Q1	$46.3K	Hold	3,300	–	–	0.01%	247
2023 Q4	$46.1K	Hold	3,300	–	–	0.02%	222
2023 Q3	$42.5K	Hold	3,300	–	–	0.02%	259
2023 Q2	$42.5K	Buy	3,300 +1,300	+65%	+$16.8K	0.02%	266
2023 Q1	$26.2K	Hold	2,000	–	–	0.01%	260
2022 Q4	$26.1K	Buy	+2,000	New	+$25.5K	0.01%	237

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 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

Oliver Lagore Vanvalin Investment Group's BLW Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in BlackRock Limited Duration Income Trust (BLW) in Q2 2025: 3,300 shares worth $46.7K. The stake represents 0.02% of the portfolio and ranks #255 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in BLW as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in BLW in Q4 2022 and has held it in 10 quarters since. The position peaked at $47.8K in Q3 2024. 77 funds tracked by Wall St. Rank hold BLW as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 3,300 shares of BlackRock Limited Duration Income Trust worth $46.7K as of Q2 2025.
BlackRock Limited Duration Income Trust was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
BlackRock Limited Duration Income Trust made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #255 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in BlackRock Limited Duration Income Trust in Q4 2022 and has held it in 10 quarters since.
Oliver Lagore Vanvalin Investment Group's BlackRock Limited Duration Income Trust position peaked at $47.8K in Q3 2024.
77 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.