Prospera Financial Services’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Prospera Financial Services’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	$219K	Buy	17,489 +553	+3%	+$6.94K	﹤0.01%	1364
2026 Q1	$213K	Buy	16,936 +1,655	+11%	+$22.3K	﹤0.01%	1335
2025 Q4	$210K	Buy	15,281 +110	+0.7%	+$1.52K	﹤0.01%	1281
2025 Q3	$213K	Buy	15,171 +407	+3%	+$5.75K	﹤0.01%	1285
2025 Q2	$209K	Sell	14,764 -356	-2%	-$4.92K	﹤0.01%	1241
2025 Q1	$214K	Buy	15,120 +1,073	+8%	+$15.2K	﹤0.01%	1108
2024 Q4	$199K	Buy	14,047 +1,749	+14%	+$25K	﹤0.01%	1088
2024 Q3	$178K	Buy	12,298 +1,939	+19%	+$27.6K	﹤0.01%	1083
2024 Q2	$145K	Buy	+10,359	New	+$142K	﹤0.01%	1092

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

Prospera Financial Services's BLW Position: Q2 2026 in Review

Prospera Financial Services increased its BlackRock Limited Duration Income Trust (BLW) stake by 3.3% in Q2 2026, buying an estimated $6.94K and bringing the position to 17,489 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Prospera Financial Services first reported a position in BLW in Q2 2024 and has held it in 9 quarters since. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

Prospera Financial Services held 17,489 shares of BlackRock Limited Duration Income Trust worth $219K as of Q2 2026.
Prospera Financial Services bought 553 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $6.94K.
BlackRock Limited Duration Income Trust made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1364 holding.
Prospera Financial Services first reported a position in BlackRock Limited Duration Income Trust in Q2 2024 and has held it in 9 quarters since.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.