Sit Investment Associates’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Sit Investment Associates’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	$315K	Buy	+25,000	New	+$337K	0.01%	422
2020 Q1	–	Sell	-7,927	Closed	-$130K	–	533
2019 Q4	$130K	Sell	7,927 -10,700	-57%	-$170K	﹤0.01%	469
2019 Q3	$291K	Buy	+18,627	New	+$286K	0.01%	413

Other funds holding BLW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sit Investment Associates's BLW Position: Q1 2026 in Review

Sit Investment Associates opened a new position in BlackRock Limited Duration Income Trust (BLW) in Q1 2026: 25,000 shares worth $315K. The stake represents 0.01% of the portfolio and ranks #422 among its holdings. This is a return to the name: Sit Investment Associates previously reported a position in BLW as recently as Q4 2019.

Sit Investment Associates first reported a position in BLW in Q3 2019 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold BLW as of Q1 2026.

Sit Investment Associates held 25,000 shares of BlackRock Limited Duration Income Trust worth $315K as of Q1 2026.
BlackRock Limited Duration Income Trust was a new Sit Investment Associates position in Q1 2026.
BlackRock Limited Duration Income Trust made up 0.01% of Sit Investment Associates's portfolio in Q1 2026, its #422 holding.
Sit Investment Associates first reported a position in BlackRock Limited Duration Income Trust in Q3 2019 and has held it in 3 quarters since.
82 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.