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

Shaker 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 		$3.77M Buy
301,450
+188,687
+167% +$2.37M 1.18% 25
2026
Q1 		$1.42M Buy
+112,763
New +$1.52M 0.49% 75
2024
Q3 		– Sell
-52,574
Closed -$734K – 159
2024
Q2 		$734K Sell
52,574
-18,642
-26% -$256K 0.3% 93
2024
Q1 		$999K Sell
71,216
-52,370
-42% -$731K 0.39% 81
2023
Q4 		$1.73M Sell
123,586
-27,174
-18% -$354K 0.71% 55
2023
Q3 		$1.94M Buy
150,760
+30,080
+25% +$393K 0.91% 34
2023
Q2 		$1.55M Buy
+120,680
New +$1.56M 0.68% 56
2022
Q3 		– Sell
-26,528
Closed -$336K – 156
2022
Q2 		$336K Sell
26,528
-59,509
-69% -$807K 0.16% 101
2022
Q1 		$1.23M Buy
+86,037
New +$1.28M 0.46% 72
2021
Q2 		– Sell
-162,975
Closed -$2.73M – 159
2021
Q1 		$2.73M Buy
162,975
+103,760
+175% +$1.66M 1.09% 27
2020
Q4 		$943K Buy
59,215
+1,972
+3% +$30.1K 0.39% 88
2020
Q3 		$842K Sell
57,243
-139,130
-71% -$2.05M 0.45% 73
2020
Q2 		$2.73M Buy
196,373
+57,576
+41% +$776K 1.51% 20
2020
Q1 		$1.75M Buy
138,797
+121,140
+686% +$1.83M 1.18% 21
2019
Q4 		$289K Sell
17,657
-47,990
-73% -$762K 0.13% 119
2019
Q3 		$1.03M Sell
65,647
-42,201
-39% -$649K 0.52% 58
2019
Q2 		$1.62M Buy
107,848
+29,791
+38% +$442K 0.84% 34
2019
Q1 		$1.15M Buy
78,057
+19,390
+33% +$280K 0.58% 56
2018
Q4 		$784K Sell
58,667
-140,701
-71% -$1.99M 0.44% 65
2018
Q3 		$2.97M Buy
199,368
+24,487
+14% +$365K 1.42% 20
2018
Q2 		$2.6M Buy
174,881
+10,876
+7% +$163K 1.28% 31
2018
Q1 		$2.47M Buy
+164,005
New +$2.54M 1.19% 32
2017
Q3 		– Sell
-82,844
Closed -$1.31M – 103
2017
Q2 		$1.31M Buy
82,844
+43,860
+113% +$687K 0.74% 44
2017
Q1 		$607K Buy
+38,984
New +$610K 0.34% 75
2016
Q4 		– Sell
-74,645
Closed -$1.16M – 112
2016
Q3 		$1.16M Buy
74,645
+52,939
+244% +$821K 0.76% 46
2016
Q2 		$331K Sell
21,706
-39,010
-64% -$585K 0.23% 88
2016
Q1 		$897K Buy
+60,716
New +$857K 0.65% 48
2015
Q4 		– Sell
-49,345
Closed -$713K – 99
2015
Q3 		$713K Sell
49,345
-41,274
-46% -$612K 0.53% 57
2015
Q2 		$1.37M Sell
90,619
-101,795
-53% -$1.62M 0.86% 42
2015
Q1 		$3.04M Buy
192,414
+20,887
+12% +$329K 1.89% 14
2014
Q4 		$2.7M Sell
171,527
-69,334
-29% -$1.11M 1.72% 16
2014
Q3 		$3.9M Buy
240,861
+105,350
+78% +$1.77M 2.52% 4
2014
Q2 		$2.34M Sell
135,511
-84,630
-38% -$1.46M 1.42% 17
2014
Q1 		$3.77M Buy
220,141
+76,585
+53% +$1.32M 2.48% 5
2013
Q4 		$2.46M Buy
143,556
+58,093
+68% +$976K 1.71% 10
2013
Q3 		$1.45M Buy
85,463
+61,751
+260% +$1.04M 1.08% 27
2013
Q2 		$417K Buy
+23,712
New +$434K 0.31% 99

Other funds holding BLW

BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
LF
LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

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

Shaker Financial Services increased its BlackRock Limited Duration Income Trust (BLW) stake by 167% in Q2 2026, buying an estimated $2.37M and bringing the position to 301,450 shares worth $3.77M. The position accounts for 1.18% of the portfolio, ranked #25.

Shaker Financial Services first reported a position in BLW in Q2 2013 and has held it in 37 quarters since. The position peaked at $3.9M in Q3 2014. 9 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

  • Shaker Financial Services held 301,450 shares of BlackRock Limited Duration Income Trust worth $3.77M as of Q2 2026.
  • Shaker Financial Services bought 188,687 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $2.37M.
  • BlackRock Limited Duration Income Trust made up 1.18% of Shaker Financial Services's portfolio in Q2 2026, its #25 holding.
  • Shaker Financial Services first reported a position in BlackRock Limited Duration Income Trust in Q2 2013 and has held it in 37 quarters since.
  • Shaker Financial Services's BlackRock Limited Duration Income Trust position peaked at $3.9M in Q3 2014.
  • 9 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

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