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 Q2	$3.62M	Buy	289,494 +264,494	+1,058%	+$3.32M	0.07%	237
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 $1.89T 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sit Investment Associates's BLW Position: Q2 2026 in Review

Sit Investment Associates increased its BlackRock Limited Duration Income Trust (BLW) stake by 1,058% in Q2 2026, buying an estimated $3.32M and bringing the position to 289,494 shares worth $3.62M. The position accounts for 0.07% of the portfolio, ranked #237.

Sit Investment Associates first reported a position in BLW in Q3 2019 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

Sit Investment Associates held 289,494 shares of BlackRock Limited Duration Income Trust worth $3.62M as of Q2 2026.
Sit Investment Associates bought 264,494 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $3.32M.
BlackRock Limited Duration Income Trust made up 0.07% of Sit Investment Associates's portfolio in Q2 2026, its #237 holding.
Sit Investment Associates first reported a position in BlackRock Limited Duration Income Trust in Q3 2019 and has held it in 4 quarters since.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.