U.S. Capital Wealth Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

U.S. Capital Wealth Advisors’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	–	Sell	-14,891	Closed	-$205K	–	1017
2025 Q4	$205K	Buy	14,891 +505	+4%	+$6.99K	0.01%	925
2025 Q3	$201K	Buy	+14,386	New	+$203K	0.01%	896

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 $3.6B AUM 30.03% 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

U.S. Capital Wealth Advisors's BLW Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2026, closing a stake of 14,891 shares — an estimated $205K sold.

U.S. Capital Wealth Advisors first reported a position in BLW in Q3 2025 and held it in 2 quarters. The position peaked at $205K in Q4 2025. 82 funds tracked by Wall St. Rank hold BLW as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 14,891 BlackRock Limited Duration Income Trust shares in Q1 2026, an estimated $205K.
U.S. Capital Wealth Advisors first reported a position in BlackRock Limited Duration Income Trust in Q3 2025 and held it in 2 quarters.
U.S. Capital Wealth Advisors's BlackRock Limited Duration Income Trust position peaked at $205K in Q4 2025.
82 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.