VVP
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Venture Visionary Partners’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Venture Visionary Partners’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 		$3.49M Sell
279,335
-21,582
-7% -$271K 0.1% 181
2026
Q1 		$3.79M Buy
300,917
+33,125
+12% +$446K 0.13% 164
2025
Q4 		$3.68M Buy
267,792
+25,530
+11% +$353K 0.12% 157
2025
Q3 		$3.39M Sell
242,262
-297,602
-55% -$4.21M 0.12% 157
2025
Q2 		$7.66M Buy
539,864
+70,432
+15% +$974K 0.29% 88
2025
Q1 		$6.64M Buy
469,432
+457,859
+3,956% +$6.51M 0.28% 98
2024
Q4 		$164K Sell
11,573
-1
-0% -$14 0.01% 526
2024
Q3 		$168K Buy
11,574
+2
+0% +$28 0.01% 524
2024
Q2 		$162K Sell
11,572
-2
-0% -$27 0.01% 537
2024
Q1 		$162K Hold
11,574
– – 0.01% 530
2023
Q4 		$162K Buy
11,574
+2
+0% +$26 0.01% 499
2023
Q3 		$149K Buy
11,572
+60
+0.5% +$784 0.01% 480
2023
Q2 		$148K Buy
11,512
+60
+0.5% +$774 0.01% 492
2023
Q1 		$150K Buy
+11,452
New +$153K 0.01% 476
2022
Q4 		– Sell
-10,899
Closed -$131K – 478
2022
Q3 		$131K Hold
10,899
– – 0.01% 444
2022
Q2 		$138K Hold
10,899
– – 0.01% 532
2022
Q1 		$156K Hold
10,899
– – 0.01% 482
2021
Q4 		$183K Buy
10,899
+126
+1% +$2.14K 0.01% 496
2021
Q3 		$184K Buy
10,773
+36
+0.3% +$618 0.01% 489
2021
Q2 		$182K Buy
+10,737
New +$182K 0.01% 481

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Venture Visionary Partners's BLW Position: Q2 2026 in Review

Venture Visionary Partners reduced its BlackRock Limited Duration Income Trust (BLW) stake by 7.2% in Q2 2026, selling an estimated $271K and leaving 279,335 shares worth $3.49M. The position accounts for 0.1% of the portfolio, ranked #181.

Venture Visionary Partners first reported a position in BLW in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.66M in Q2 2025. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

  • Venture Visionary Partners held 279,335 shares of BlackRock Limited Duration Income Trust worth $3.49M as of Q2 2026.
  • Venture Visionary Partners sold 21,582 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $271K.
  • BlackRock Limited Duration Income Trust made up 0.1% of Venture Visionary Partners's portfolio in Q2 2026, its #181 holding.
  • Venture Visionary Partners first reported a position in BlackRock Limited Duration Income Trust in Q2 2021 and has held it in 20 quarters since.
  • Venture Visionary Partners's BlackRock Limited Duration Income Trust position peaked at $7.66M in Q2 2025.
  • 85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.