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Principal Securities’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Principal Securities’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 		$1.99M Sell
157,680
-387
-0.2% -$5.22K 0.03% 497
2025
Q4 		$2.17M Sell
158,067
-4,654
-3% -$64.4K 0.03% 450
2025
Q3 		$2.28M Sell
162,721
-9,426
-5% -$133K 0.04% 408
2025
Q2 		$2.44M Sell
172,147
-40,784
-19% -$564K 0.05% 355
2025
Q1 		$3.01M Hold
212,931
– – 0.07% 269
2024
Q4 		$3.01M Sell
212,931
-970
-0.5% -$13.9K 0.07% 269
2024
Q3 		$3.1M Buy
213,901
+104,388
+95% +$1.49M 0.07% 248
2024
Q2 		$1.53M Sell
109,513
-15,523
-12% -$213K 0.04% 370
2024
Q1 		$1.75M Sell
125,036
-175
-0.1% -$2.44K 0.05% 305
2023
Q4 		$1.75M Buy
+125,211
New +$1.63M 0.07% 276

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return