Shaker Financial Services
BLW icon

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
Q3 		$4.01M Buy
348,687
+47,237
+16% +$590K 1.32% 21
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 		$2.74M 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 		$3.78M 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

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Blue Zone Wealth Advisors
Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Shaker Financial Services's BLW Position: Q3 2026 in Review

Shaker Financial Services increased its BlackRock Limited Duration Income Trust (BLW) stake by 16% in Q3 2026, buying an estimated $590K and bringing the position to 348,687 shares worth $4.01M. The position accounts for 1.32% of the portfolio, ranked #21.

Shaker Financial Services first reported a position in BLW in Q2 2013 and has held it in 38 quarters since. 15 funds tracked by Wall St. Rank hold BLW as of Q3 2026.

  • Shaker Financial Services held 348,687 shares of BlackRock Limited Duration Income Trust worth $4.01M as of Q3 2026.
  • Shaker Financial Services bought 47,237 BlackRock Limited Duration Income Trust shares in Q3 2026, an estimated $590K.
  • BlackRock Limited Duration Income Trust made up 1.32% of Shaker Financial Services's portfolio in Q3 2026, its #21 holding.
  • Shaker Financial Services first reported a position in BlackRock Limited Duration Income Trust in Q2 2013 and has held it in 38 quarters since.
  • 15 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.