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Samalin Investment Counsel’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Samalin Investment Counsel’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 		$157K Buy
12,445
+275
+2% +$3.71K 0.06% 299
2025
Q4 		$167K Buy
12,170
+7
+0.1% +$97 0.06% 294
2025
Q3 		$170K Buy
+12,163
New +$172K 0.06% 308
2025
Q2 		– Sell
-11,863
Closed -$168K – 298
2025
Q1 		$168K Buy
11,863
+255
+2% +$3.62K 0.07% 300
2024
Q4 		$164K Buy
11,608
+249
+2% +$3.56K 0.07% 276
2024
Q3 		$164K Buy
11,359
+241
+2% +$3.43K 0.07% 269
2024
Q2 		$155K Buy
11,118
+731
+7% +$10K 0.07% 264
2024
Q1 		$146K Buy
10,387
+213
+2% +$2.97K 0.07% 266
2023
Q4 		$142K Sell
10,174
-96
-0.9% -$1.25K 0.07% 260
2023
Q3 		$132K Buy
10,270
+200
+2% +$2.61K 0.08% 247
2023
Q2 		$130K Sell
10,070
-27
-0.3% -$348 0.07% 263
2023
Q1 		$132K Sell
10,097
-5,988
-37% -$79.8K 0.08% 242
2022
Q4 		$210K Buy
+16,085
New +$205K 0.13% 218
2020
Q1 		– Sell
-7,859
Closed -$128K – 185
2019
Q4 		$128K Buy
+7,859
New +$125K 0.11% 194

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B 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 $1.02T AUM 30.18% 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 $570B AUM 27.57% 1-Year Est. Return

Samalin Investment Counsel's BLW Position: Q1 2026 in Review

Samalin Investment Counsel increased its BlackRock Limited Duration Income Trust (BLW) stake by 2.3% in Q1 2026, buying an estimated $3.71K and bringing the position to 12,445 shares worth $157K. The position accounts for 0.06% of the portfolio, ranked #299.

Samalin Investment Counsel first reported a position in BLW in Q4 2019 and has held it in 14 quarters since. The position peaked at $210K in Q4 2022. 82 funds tracked by Wall St. Rank hold BLW as of Q1 2026.

  • Samalin Investment Counsel held 12,445 shares of BlackRock Limited Duration Income Trust worth $157K as of Q1 2026.
  • Samalin Investment Counsel bought 275 BlackRock Limited Duration Income Trust shares in Q1 2026, an estimated $3.71K.
  • BlackRock Limited Duration Income Trust made up 0.06% of Samalin Investment Counsel's portfolio in Q1 2026, its #299 holding.
  • Samalin Investment Counsel first reported a position in BlackRock Limited Duration Income Trust in Q4 2019 and has held it in 14 quarters since.
  • Samalin Investment Counsel's BlackRock Limited Duration Income Trust position peaked at $210K in Q4 2022.
  • 82 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.