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Virtus ETF Advisers’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Virtus ETF Advisers’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
2025
Q1 		– Sell
-51,320
Closed -$725K – 475
2024
Q4 		$725K Buy
51,320
+8,094
+19% +$116K 0.3% 172
2024
Q3 		$626K Sell
43,226
-15,638
-27% -$223K 0.29% 173
2024
Q2 		$822K Buy
58,864
+17,941
+44% +$246K 0.4% 113
2024
Q1 		$574K Buy
40,923
+7,518
+23% +$105K 0.31% 161
2023
Q4 		$467K Sell
33,405
-12,661
-27% -$165K 0.3% 152
2023
Q3 		$593K Buy
46,066
+22,158
+93% +$290K 0.36% 147
2023
Q2 		$308K Sell
23,908
-4,095
-15% -$52.8K 0.18% 201
2023
Q1 		$367K Sell
28,003
-622
-2% -$8.29K 0.2% 160
2022
Q4 		$374K Sell
28,625
-4,040
-12% -$51.4K 0.2% 198
2022
Q3 		$395K Sell
32,665
-5,940
-15% -$78.4K 0.16% 232
2022
Q2 		$488K Sell
38,605
-1,933
-5% -$26.2K 0.18% 229
2022
Q1 		$581K Buy
40,538
+15,022
+59% +$223K 0.26% 110
2021
Q4 		$430K Sell
25,516
-1,604
-6% -$27.3K 0.16% 133
2021
Q3 		$463K Buy
27,120
+624
+2% +$10.7K 0.2% 151
2021
Q2 		$451K Buy
26,496
+7,232
+38% +$122K 0.19% 180
2021
Q1 		$323K Buy
19,264
+3,424
+22% +$54.9K 0.14% 226
2020
Q4 		$252K Sell
15,840
-1,140
-7% -$17.4K 0.1% 310
2020
Q3 		$250K Sell
16,980
-6,904
-29% -$102K 0.13% 262
2020
Q2 		$333K Sell
23,884
-104,739
-81% -$1.41M 0.16% 284
2020
Q1 		$1.62M Sell
128,623
-56,066
-30% -$846K 0.67% 29
2019
Q4 		$3.03M Buy
184,689
+3,002
+2% +$47.6K 0.49% 121
2019
Q3 		$2.84M Buy
+181,687
New +$2.79M 0.57% 78

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Virtus ETF Advisers's BLW Position: Q1 2025 in Review

Virtus ETF Advisers sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2025, closing a stake of 51,320 shares — an estimated $725K sold.

Virtus ETF Advisers first reported a position in BLW in Q3 2019 and held it in 22 quarters. The position peaked at $3.03M in Q4 2019. 77 funds tracked by Wall St. Rank hold BLW as of Q1 2025.

  • Virtus ETF Advisers reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2025 after selling out during the quarter.
  • Virtus ETF Advisers sold 51,320 BlackRock Limited Duration Income Trust shares in Q1 2025, an estimated $725K.
  • Virtus ETF Advisers first reported a position in BlackRock Limited Duration Income Trust in Q3 2019 and held it in 22 quarters.
  • Virtus ETF Advisers's BlackRock Limited Duration Income Trust position peaked at $3.03M in Q4 2019.
  • 77 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2025.

Based on Virtus ETF Advisers's 13F filing for Q1 2025, filed 14 May 2025.