WA
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Wealth Alliance’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Wealth Alliance’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 		$683K Buy
54,647
+739
+1% +$9.27K 0.06% 250
2026
Q1 		$679K Buy
53,908
+2,050
+4% +$27.6K 0.07% 243
2025
Q4 		$713K Sell
51,858
-3,624
-7% -$50.2K 0.07% 239
2025
Q3 		$777K Sell
55,482
-219
-0.4% -$3.1K 0.08% 215
2025
Q2 		$790K Buy
55,701
+1,089
+2% +$15.1K 0.09% 209
2025
Q1 		$772K Sell
54,612
-3,036
-5% -$43.1K 0.09% 195
2024
Q4 		$815K Sell
57,648
-2,020
-3% -$28.9K 0.1% 190
2024
Q3 		$864K Buy
59,668
+8,706
+17% +$124K 0.1% 185
2024
Q2 		$711K Sell
50,962
-2,488
-5% -$34.1K 0.09% 197
2024
Q1 		$750K Sell
53,450
-662
-1% -$9.24K 0.1% 197
2023
Q4 		$756K Sell
54,112
-708
-1% -$9.22K 0.11% 189
2023
Q3 		$706K Buy
54,820
+3,620
+7% +$47.3K 0.11% 184
2023
Q2 		$659K Buy
51,200
+4,529
+10% +$58.4K 0.1% 206
2023
Q1 		$612K Sell
46,671
-1,474
-3% -$19.6K 0.1% 210
2022
Q4 		$629K Buy
48,145
+20,754
+76% +$264K 0.11% 197
2022
Q3 		$331K Buy
27,391
+197
+0.7% +$2.6K 0.07% 296
2022
Q2 		$344K Buy
27,194
+1,886
+7% +$25.6K 0.07% 288
2022
Q1 		$363K Buy
25,308
+1,086
+4% +$16.1K 0.07% 288
2021
Q4 		$408K Sell
24,222
-706
-3% -$12K 0.08% 272
2021
Q3 		$426K Sell
24,928
-2,797
-10% -$48K 0.1% 243
2021
Q2 		$472K Sell
27,725
-2,308
-8% -$39.1K 0.11% 206
2021
Q1 		$503K Sell
30,033
-416
-1% -$6.67K 0.14% 177
2020
Q4 		$485K Sell
30,449
-125
-0.4% -$1.91K 0.14% 173
2020
Q3 		$450K Sell
30,574
-1,206
-4% -$17.8K 0.16% 158
2020
Q2 		$443K Buy
31,780
+828
+3% +$11.2K 0.18% 149
2020
Q1 		$391K Buy
30,952
+1,363
+5% +$20.6K 0.21% 125
2019
Q4 		$485K Buy
+29,589
New +$470K 0.34% 64

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

Wealth Alliance's BLW Position: Q2 2026 in Review

Wealth Alliance increased its BlackRock Limited Duration Income Trust (BLW) stake by 1.4% in Q2 2026, buying an estimated $9.27K and bringing the position to 54,647 shares worth $683K. The position accounts for 0.06% of the portfolio, ranked #250.

Wealth Alliance first reported a position in BLW in Q4 2019 and has held it in 27 quarters since. The position peaked at $864K in Q3 2024. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

  • Wealth Alliance held 54,647 shares of BlackRock Limited Duration Income Trust worth $683K as of Q2 2026.
  • Wealth Alliance bought 739 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $9.27K.
  • BlackRock Limited Duration Income Trust made up 0.06% of Wealth Alliance's portfolio in Q2 2026, its #250 holding.
  • Wealth Alliance first reported a position in BlackRock Limited Duration Income Trust in Q4 2019 and has held it in 27 quarters since.
  • Wealth Alliance's BlackRock Limited Duration Income Trust position peaked at $864K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.