Spire Wealth Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Spire Wealth Management’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
2022 Q3	–	Sell	-250	Closed	-$3K	–	2214
2022 Q2	$3K	Hold	250	–	–	﹤0.01%	2244
2022 Q1	$4K	Sell	250 -2,650	-91%	-$39.4K	﹤0.01%	2267
2021 Q4	$49K	Buy	2,900 +200	+7%	+$3.4K	﹤0.01%	1741
2021 Q3	$46K	Buy	+2,700	New	+$46.4K	﹤0.01%	1507
2021 Q2	–	Sell	-200	Closed	-$3K	–	2623
2021 Q1	$3K	Buy	+200	New	+$3.21K	﹤0.01%	2737

Other funds holding BLW

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

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

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

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

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

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

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

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

Spire Wealth Management's BLW Position: Q3 2022 in Review

Spire Wealth Management sold out of BlackRock Limited Duration Income Trust (BLW) in Q3 2022, closing a stake of 250 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in BLW in Q1 2021 and held it in 5 quarters. The position peaked at $49K in Q4 2021. 69 funds tracked by Wall St. Rank hold BLW as of Q3 2022.

Spire Wealth Management reported no remaining BlackRock Limited Duration Income Trust position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 250 BlackRock Limited Duration Income Trust shares in Q3 2022, an estimated $3K.
Spire Wealth Management first reported a position in BlackRock Limited Duration Income Trust in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's BlackRock Limited Duration Income Trust position peaked at $49K in Q4 2021.
69 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.