Papamarkou Wellner Asset Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Papamarkou Wellner Asset Management’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	-10,000	Closed	-$140K	–	90
2025 Q3	$140K	Hold	10,000	–	–	0.09%	79
2025 Q2	$142K	Hold	10,000	–	–	0.09%	72
2025 Q1	$140K	Hold	10,000	–	–	0.1%	77
2024 Q4	$141K	Buy	+10,000	New	+$143K	0.1%	65

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

Papamarkou Wellner Asset Management's BLW Position: Q4 2025 in Review

Papamarkou Wellner Asset Management sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2025, closing a stake of 10,000 shares — an estimated $140K sold.

Papamarkou Wellner Asset Management first reported a position in BLW in Q4 2024 and held it in 4 quarters. The position peaked at $142K in Q2 2025. 81 funds tracked by Wall St. Rank hold BLW as of Q4 2025.

Papamarkou Wellner Asset Management reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2025 after selling out during the quarter.
Papamarkou Wellner Asset Management sold 10,000 BlackRock Limited Duration Income Trust shares in Q4 2025, an estimated $140K.
Papamarkou Wellner Asset Management first reported a position in BlackRock Limited Duration Income Trust in Q4 2024 and held it in 4 quarters.
Papamarkou Wellner Asset Management's BlackRock Limited Duration Income Trust position peaked at $142K in Q2 2025.
81 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2025.

Based on Papamarkou Wellner Asset Management's 13F filing for Q4 2025, filed 18 Feb 2026.