VAM
BLW icon

Verity Asset Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Verity Asset 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
2026
Q1 		– Sell
-58,846
Closed -$809K – 222
2025
Q4 		$809K Buy
58,846
+3,165
+6% +$43.8K 0.35% 76
2025
Q3 		$780K Buy
55,681
+1,243
+2% +$17.6K 0.25% 96
2025
Q2 		$772K Sell
54,438
-239
-0.4% -$3.3K 0.37% 70
2025
Q1 		$773K Buy
54,677
+479
+0.9% +$6.81K 0.31% 93
2024
Q4 		$766K Sell
54,198
-979
-2% -$14K 0.43% 59
2024
Q3 		$799K Hold
55,177
– – 0.3% 86
2024
Q2 		$770K Buy
55,177
+1,057
+2% +$14.5K 0.3% 80
2024
Q1 		$759K Buy
54,120
+708
+1% +$9.88K 0.42% 58
2023
Q4 		$747K Buy
+53,412
New +$695K 0.48% 54

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GC
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Invesco
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Raymond James Financial
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VVP
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Bank of America
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return