Raymond James Financial’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Raymond James Financial’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	$3.81M	Buy	302,904 +19,185	+7%	+$259K	﹤0.01%	2806
2025 Q4	$3.9M	Buy	283,719 +33,876	+14%	+$469K	﹤0.01%	2705
2025 Q3	$3.5M	Buy	249,843 +7,138	+3%	+$101K	﹤0.01%	2731
2025 Q2	$3.44M	Buy	242,705 +664	+0.3%	+$9.18K	﹤0.01%	2647
2025 Q1	$3.42M	Sell	242,041 -34,092	-12%	-$484K	﹤0.01%	2598
2024 Q4	$3.9M	Buy	+276,133	New	+$3.94M	﹤0.01%	2476

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Raymond James Financial's BLW Position: Q1 2026 in Review

Raymond James Financial increased its BlackRock Limited Duration Income Trust (BLW) stake by 6.8% in Q1 2026, buying an estimated $259K and bringing the position to 302,904 shares worth $3.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2806.

Raymond James Financial first reported a position in BLW in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.9M in Q4 2024. 82 funds tracked by Wall St. Rank hold BLW as of Q1 2026.

Raymond James Financial held 302,904 shares of BlackRock Limited Duration Income Trust worth $3.81M as of Q1 2026.
Raymond James Financial bought 19,185 BlackRock Limited Duration Income Trust shares in Q1 2026, an estimated $259K.
BlackRock Limited Duration Income Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2806 holding.
Raymond James Financial first reported a position in BlackRock Limited Duration Income Trust in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's BlackRock Limited Duration Income Trust position peaked at $3.9M in Q4 2024.
82 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.