Walsh & Associates’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Walsh & Associates’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	–	Sell	-11,000	Closed	-$138K	–	251
2026 Q1	$138K	Hold	11,000	–	–	0.14%	63
2025 Q4	$151K	Buy	+11,000	New	+$152K	0.15%	60

Other funds holding BLW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Walsh & Associates's BLW Position: Q2 2026 in Review

Walsh & Associates sold out of BlackRock Limited Duration Income Trust (BLW) in Q2 2026, closing a stake of 11,000 shares — an estimated $138K sold.

Walsh & Associates first reported a position in BLW in Q4 2025 and held it in 2 quarters. The position peaked at $151K in Q4 2025. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

Walsh & Associates reported no remaining BlackRock Limited Duration Income Trust position as of Q2 2026 after selling out during the quarter.
Walsh & Associates sold 11,000 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $138K.
Walsh & Associates first reported a position in BlackRock Limited Duration Income Trust in Q4 2025 and held it in 2 quarters.
Walsh & Associates's BlackRock Limited Duration Income Trust position peaked at $151K in Q4 2025.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.