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Steward Partners Investment Advisory’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Steward Partners Investment Advisory’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 		$19.1K Hold
1,526
– – ﹤0.01% 3439
2026
Q1 		$19.2K Hold
1,526
– – ﹤0.01% 3254
2025
Q4 		$21K Sell
1,526
-100
-6% -$1.39K ﹤0.01% 3121
2025
Q3 		$22.8K Buy
+1,626
New +$23K ﹤0.01% 3036
2024
Q4 		– Sell
-325
Closed -$4.71K – 3983
2024
Q3 		$4.71K Hold
325
– – ﹤0.01% 3206
2024
Q2 		$4.54K Sell
325
-1,100
-77% -$15.1K ﹤0.01% 3076
2024
Q1 		$20K Sell
1,425
-3,061
-68% -$42.7K ﹤0.01% 2528
2023
Q4 		$62.7K Buy
4,486
+3,061
+215% +$39.9K ﹤0.01% 1879
2023
Q3 		$18.4K Sell
1,425
-2,263
-61% -$29.6K ﹤0.01% 2350
2023
Q2 		$47.5K Sell
3,688
-2,139
-37% -$27.6K ﹤0.01% 1909
2023
Q1 		$76.4K Sell
5,827
-3,232
-36% -$43.1K ﹤0.01% 1695
2022
Q4 		$118K Hold
9,059
– – ﹤0.01% 1480
2022
Q3 		$110K Sell
9,059
-2,620
-22% -$34.6K ﹤0.01% 1454
2022
Q2 		$148K Sell
11,679
-5,984
-34% -$81.1K ﹤0.01% 1329
2022
Q1 		$253K Sell
17,663
-9,287
-34% -$138K ﹤0.01% 1201
2021
Q4 		$454K Sell
26,950
-1,042
-4% -$17.7K 0.01% 969
2021
Q3 		$478K Buy
27,992
+2,347
+9% +$40.3K 0.01% 925
2021
Q2 		$436K Buy
25,645
+7,252
+39% +$123K 0.01% 992
2021
Q1 		$308K Buy
18,393
+15,093
+457% +$242K 0.01% 1080
2020
Q4 		$53K Buy
3,300
+200
+6% +$3.05K ﹤0.01% 1642
2020
Q3 		$46K Buy
3,100
+1,200
+63% +$17.7K ﹤0.01% 1534
2020
Q2 		$26K Buy
1,900
+200
+12% +$2.69K ﹤0.01% 1673
2020
Q1 		$21K Hold
1,700
– – ﹤0.01% 1588
2019
Q4 		$27K Sell
1,700
-315
-16% -$5K ﹤0.01% 1660
2019
Q3 		$31K Sell
2,015
-300
-13% -$4.61K ﹤0.01% 1558
2019
Q2 		$34K Buy
+2,315
New +$34.4K ﹤0.01% 1480
2018
Q4 		– Sell
-3,515
Closed -$52K – 925
2018
Q3 		$52K Sell
3,515
-200
-5% -$2.98K ﹤0.01% 1179
2018
Q2 		$55K Sell
3,715
-1,500
-29% -$22.5K ﹤0.01% 1066
2018
Q1 		$78K Buy
5,215
+300
+6% +$4.64K 0.01% 846
2017
Q4 		$78K Hold
4,915
– – 0.01% 698
2017
Q3 		$79K Buy
4,915
+3,300
+204% +$52.5K 0.01% 589
2017
Q2 		$25K Hold
1,615
– – ﹤0.01% 806
2017
Q1 		$25K Hold
1,615
– – ﹤0.01% 694
2016
Q4 		$24K Buy
+1,615
New +$24.6K 0.01% 422

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Steward Partners Investment Advisory's BLW Position: Q2 2026 in Review

Steward Partners Investment Advisory held its BlackRock Limited Duration Income Trust (BLW) position steady in Q2 2026 at 1,526 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3439.

Steward Partners Investment Advisory first reported a position in BLW in Q4 2016 and has held it in 34 quarters since. The position peaked at $478K in Q3 2021. 66 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

  • Steward Partners Investment Advisory held 1,526 shares of BlackRock Limited Duration Income Trust worth $19.1K as of Q2 2026.
  • Steward Partners Investment Advisory left its BlackRock Limited Duration Income Trust share count unchanged in Q2 2026.
  • BlackRock Limited Duration Income Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3439 holding.
  • Steward Partners Investment Advisory first reported a position in BlackRock Limited Duration Income Trust in Q4 2016 and has held it in 34 quarters since.
  • Steward Partners Investment Advisory's BlackRock Limited Duration Income Trust position peaked at $478K in Q3 2021.
  • 66 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.