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Plante Moran Financial Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Plante Moran Financial 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
2025
Q1 		– Sell
-142
Closed -$2.01K – 810
2024
Q4 		$2.01K Buy
+142
New +$2.03K ﹤0.01% 780

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GC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Plante Moran Financial Advisors's BLW Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2025, closing a stake of 142 shares — an estimated $2.01K sold.

Plante Moran Financial Advisors first reported a position in BLW in Q4 2024 and held it in 1 quarter. The position peaked at $2.01K in Q4 2024. 77 funds tracked by Wall St. Rank hold BLW as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 142 BlackRock Limited Duration Income Trust shares in Q1 2025, an estimated $2.01K.
  • Plante Moran Financial Advisors first reported a position in BlackRock Limited Duration Income Trust in Q4 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's BlackRock Limited Duration Income Trust position peaked at $2.01K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.