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 Q2	$2.28M	Buy	182,218 +24,538	+16%	+$308K	0.03%	503
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Principal Securities's BLW Position: Q2 2026 in Review

Principal Securities increased its BlackRock Limited Duration Income Trust (BLW) stake by 16% in Q2 2026, buying an estimated $308K and bringing the position to 182,218 shares worth $2.28M. The position accounts for 0.03% of the portfolio, ranked #503.

Principal Securities first reported a position in BLW in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.1M in Q3 2024. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

Principal Securities held 182,218 shares of BlackRock Limited Duration Income Trust worth $2.28M as of Q2 2026.
Principal Securities bought 24,538 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $308K.
BlackRock Limited Duration Income Trust made up 0.03% of Principal Securities's portfolio in Q2 2026, its #503 holding.
Principal Securities first reported a position in BlackRock Limited Duration Income Trust in Q4 2023 and has held it in 11 quarters since.
Principal Securities's BlackRock Limited Duration Income Trust position peaked at $3.1M in Q3 2024.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.