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 Q2	$3.55M	Sell	284,146 -18,758	-6%	-$235K	﹤0.01%	3025
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 $1.89T 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

VVP

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial's BLW Position: Q2 2026 in Review

Raymond James Financial reduced its BlackRock Limited Duration Income Trust (BLW) stake by 6.2% in Q2 2026, selling an estimated $235K and leaving 284,146 shares worth $3.55M. The position accounts for ﹤0.01% of the portfolio, ranked #3025.

Raymond James Financial first reported a position in BLW in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.9M in Q4 2024. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

Raymond James Financial held 284,146 shares of BlackRock Limited Duration Income Trust worth $3.55M as of Q2 2026.
Raymond James Financial sold 18,758 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $235K.
BlackRock Limited Duration Income Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3025 holding.
Raymond James Financial first reported a position in BlackRock Limited Duration Income Trust in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's BlackRock Limited Duration Income Trust position peaked at $3.9M in Q4 2024.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.