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WMG Financial Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

WMG Financial Advisors’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
Q3 		– Sell
-10,575
Closed -$150K – 213
2025
Q2 		$150K Hold
10,575
– – 0.06% 183
2025
Q1 		$150K Hold
10,575
– – 0.06% 164
2024
Q4 		$149K Sell
10,575
-3,000
-22% -$42.9K 0.06% 165
2024
Q3 		$197K Buy
+13,575
New +$193K 0.09% 163

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
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
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

WMG Financial Advisors's BLW Position: Q3 2025 in Review

WMG Financial Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q3 2025, closing a stake of 10,575 shares — an estimated $150K sold.

WMG Financial Advisors first reported a position in BLW in Q3 2024 and held it in 4 quarters. The position peaked at $197K in Q3 2024. 85 funds tracked by Wall St. Rank hold BLW as of Q3 2025.

  • WMG Financial Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q3 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 10,575 BlackRock Limited Duration Income Trust shares in Q3 2025, an estimated $150K.
  • WMG Financial Advisors first reported a position in BlackRock Limited Duration Income Trust in Q3 2024 and held it in 4 quarters.
  • WMG Financial Advisors's BlackRock Limited Duration Income Trust position peaked at $197K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2025.

Based on WMG Financial Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.