Veritable’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Veritable’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 Q3	–	Sell	-13,486	Closed	-$174K	–	95
2023 Q2	$174K	Buy	13,486 +199	+1%	+$2.57K	﹤0.01%	859
2023 Q1	$174K	Buy	13,287 +287	+2%	+$3.83K	﹤0.01%	858
2022 Q4	$170K	Buy	+13,000	New	+$165K	﹤0.01%	832

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

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

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

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

BZWA

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Veritable's BLW Position: Q3 2023 in Review

Veritable sold out of BlackRock Limited Duration Income Trust (BLW) in Q3 2023, closing a stake of 13,486 shares — an estimated $174K sold.

Veritable first reported a position in BLW in Q4 2022 and held it in 3 quarters. The position peaked at $174K in Q1 2023. 72 funds tracked by Wall St. Rank hold BLW as of Q3 2023.

Veritable reported no remaining BlackRock Limited Duration Income Trust position as of Q3 2023 after selling out during the quarter.
Veritable sold 13,486 BlackRock Limited Duration Income Trust shares in Q3 2023, an estimated $174K.
Veritable first reported a position in BlackRock Limited Duration Income Trust in Q4 2022 and held it in 3 quarters.
Veritable's BlackRock Limited Duration Income Trust position peaked at $174K in Q1 2023.
72 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.