Triad Investment Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Triad Investment 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
2023 Q1	–	Sell	-11,527	Closed	-$151K	–	60
2022 Q4	$151K	Hold	11,527	–	–	0.24%	51
2022 Q3	$139K	Sell	11,527 -17,382	-60%	-$229K	0.24%	53
2022 Q2	$366K	Sell	28,909 -10,114	-26%	-$137K	0.54%	41
2022 Q1	$560K	Buy	39,023 +1,000	+3%	+$14.9K	0.53%	40
2021 Q4	$641K	Buy	+38,023	New	+$646K	0.58%	39
2020 Q4	$285K	Buy	17,892 +3	+0%	+$46	0.32%	43
2020 Q3	$263K	Sell	17,889 -32,948	-65%	-$487K	0.37%	38
2020 Q2	$708K	Sell	50,837 -2,027	-4%	-$27.3K	0.96%	33
2020 Q1	$667K	Buy	52,864 +34,754	+192%	+$524K	1.16%	28
2019 Q4	$297K	Buy	+18,110	New	+$287K	0.29%	42

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

BZWA

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

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

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

Triad Investment Management's BLW Position: Q1 2023 in Review

Triad Investment Management sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2023, closing a stake of 11,527 shares — an estimated $151K sold.

Triad Investment Management first reported a position in BLW in Q4 2019 and held it in 10 quarters. The position peaked at $708K in Q2 2020. 71 funds tracked by Wall St. Rank hold BLW as of Q1 2023.

Triad Investment Management reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2023 after selling out during the quarter.
Triad Investment Management sold 11,527 BlackRock Limited Duration Income Trust shares in Q1 2023, an estimated $151K.
Triad Investment Management first reported a position in BlackRock Limited Duration Income Trust in Q4 2019 and held it in 10 quarters.
Triad Investment Management's BlackRock Limited Duration Income Trust position peaked at $708K in Q2 2020.
71 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2023.

Based on Triad Investment Management's 13F filing for Q1 2023, filed 11 Jul 2023.