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 Q2	$427K	Hold	34,150	–	–	0.02%	204
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 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VVP

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

Shufro Rose & Co's BLW Position: Q2 2026 in Review

Shufro Rose & Co held its BlackRock Limited Duration Income Trust (BLW) position steady in Q2 2026 at 34,150 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #204.

Shufro Rose & Co first reported a position in BLW in Q2 2024 and has held it in 9 quarters since. The position peaked at $469K in Q4 2025. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

Shufro Rose & Co held 34,150 shares of BlackRock Limited Duration Income Trust worth $427K as of Q2 2026.
Shufro Rose & Co left its BlackRock Limited Duration Income Trust share count unchanged in Q2 2026.
BlackRock Limited Duration Income Trust made up 0.02% of Shufro Rose & Co's portfolio in Q2 2026, its #204 holding.
Shufro Rose & Co first reported a position in BlackRock Limited Duration Income Trust in Q2 2024 and has held it in 9 quarters since.
Shufro Rose & Co's BlackRock Limited Duration Income Trust position peaked at $469K in Q4 2025.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.