SRC
BLW icon

Shufro Rose & Co’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Shufro Rose & Co’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 		$430K Hold
34,150
– – 0.03% 197
2025
Q4 		$469K Buy
34,150
+8,250
+32% +$114K 0.03% 187
2025
Q3 		$366K Hold
25,900
– – 0.03% 213
2025
Q2 		$366K Hold
25,900
– – 0.03% 208
2025
Q1 		$366K Hold
25,900
– – 0.03% 215
2024
Q4 		$366K Hold
25,900
– – 0.03% 207
2024
Q3 		$362K Hold
25,900
– – 0.03% 216
2024
Q2 		$362K Buy
+25,900
New +$355K 0.03% 216

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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B 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 $653B AUM 32.41% 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 $528B AUM 27.57% 1-Year Est. Return