BlackRock Limited Duration Income Trust
US ˙ NYSE ˙ US09249W1018

SecurityBLW / BlackRock Limited Duration Income Trust
InstitutionWealth Alliance
Latest Disclosed Ownership53,908 shares
Latest Disclosed Value $ 678,696
Wealth Alliance reports 3.95% increase in ownership of BLW / BlackRock Limited Duration Income Trust

On May 14, 2026 - Wealth Alliance filed a 13F-HR form disclosing ownership of 53,908 shares of BlackRock Limited Duration Income Trust (US:BLW) valued at $678,702 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 51,858 shares of BlackRock Limited Duration Income Trust. This represents a change in shares of 3.95% during the quarter. The current value of the position is $668,459 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F BLACKROCK LTD DURATION INCOM COM SHS 09249W101 53,908 2,050 3.95 679 -4.78 0.0670
2026-02-13 2025-12-31 13F BLACKROCK LTD DURATION INCOM COM SHS 09249W101 51,858 -3,624 -6.53 713 -8.25 0.0698
2025-11-07 2025-09-30 13F BLACKROCK LTD DURATION INCOM COM SHS 09249W101 55,482 -219 -0.39 777 -1.65 0.0799
2025-08-08 2025-06-30 13F BLACKROCK LTD DURATION INCOM COM SHS 09249W101 55,701 1,089 1.99 790 2.20 0.0882
2025-05-05 2025-03-31 13F BLACKROCK LTD DURATION INCOM COM SHS 09249W101 54,612 -3,036 -5.27 772 -5.16 0.0934
2025-02-03 2024-12-31 13F BLACKROCK LTD DURATION INCOM COM SHS 09249W101 57,648 -2,020 -3.39 815 -5.68 0.0974
2024-11-04 2024-09-30 13F BLACKROCK LTD DURATION INCOM COM SHS 09249W101 59,668 8,706 17.08 864 21.38 0.1032
2024-08-09 2024-06-30 13F BLACKROCK LTD DURATION INCOM COM SHS 09249W101 50,962 -2,488 -4.65 711 -5.07 0.0919
2024-05-10 2024-03-31 13F BLACKROCK LTD DURATION INCOM COM SHS 09249W101 53,450 -662 -1.22 750 -0.93 0.0984
2024-01-30 2023-12-31 13F BLACKROCK LTD DURATION INCOM COM SHS 09249W101 54,112 -708 -1.29 756 7.08 0.1061
2023-11-09 2023-09-30 13F BLACKROCK LTD DURATION INCOM COM SHS 09249W101 54,820 3,620 7.07 706 7.13 0.1114
2023-08-02 2023-06-30 13F BLACKROCK LTD DURATION INCOM COM SHS 09249W101 51,200 4,529 9.70 659 7.86 0.0986
2023-05-11 2023-03-31 13F BLACKROCK LTD DURATION INCOM COM SHS 09249W101 46,671 -1,474 -3.06 612 -2.86 0.0991
2023-02-13 2022-12-31 13F BLACKROCK LTD DURATION INCOME COM SHS CEF 09249W101 48,145 20,754 75.77 629 90.03 0.1117
2022-11-14 2022-09-30 13F BLACKROCK LTD DURATION INCOME COM SHS CEF 09249W101 27,391 197 0.72 331 -3.78 0.0653
2022-10-11 2022-06-30 13F/A-1 BLACKROCK LTD DURATION INCOME COM SHS CEF 09249W101 27,194 1,886 7.45 344 -5.23 0.0660
2022-08-15 2022-06-30 13F BLACKROCK LTD DURATION INCOME COM SHS CEF 09249W101 27,194 1,886 344 0.0418
2022-05-10 2022-03-31 13F BLACKROCK LTD DURATION INCOME COM SHS CEF 09249W101 25,308 1,086 4.48 363 -11.03 0.0517
2022-02-14 2021-12-31 13F BLACKROCK LTD DURATION INCOME COM SHS CEF 09249W101 24,222 -706 -2.83 408 -4.23 0.0820
2021-11-12 2021-09-30 13F BLACKROCK LTD DURATION INCOME COM SHS CEF 09249W101 24,928 -2,797 -10.09 426 -9.75 0.0957
2021-08-16 2021-06-30 13F BLACKROCK LTD DURATION INCOME COM SHS CEF 09249W101 27,725 -2,308 -7.68 472 -6.16 0.1111
2021-05-18 2021-03-31 13F BLACKROCK LTD DURATION INCOME TRUST CEF 09249W101 30,033 -416 -1.37 503 3.71 0.1409
2021-02-11 2020-12-31 13F BLACKROCK LIMITED DURATION INCOME TRUST ETF CEF 09249W101 30,449 -125 -0.41 485 7.78 0.1429
2020-12-01 2020-09-30 13F/A-1 BLACKROCK LIMITED DURATION INCOME TRUST ETF CEF 09249W101 30,574 -1,206 -3.79 450 1.58 0.1618
2020-11-13 2020-09-30 13F BLACKROCK LIMITED DURATION INCOME TRUST ETF CEF 09249W101 30,574 -1,206 450 132,361.1164
2020-08-14 2020-06-30 13F BLACKROCK LIMITED DURATION INCOME TRUST ETF CEF 09249W101 31,780 828 2.68 443 13.30 0.1750
2020-05-15 2020-03-31 13F BLACKROCK LIMITED DURATION INCOME TRUST ETF CEF 09249W101 30,952 1,363 4.61 391 -19.38 0.2108
2020-02-14 2019-12-31 13F/A-1 BLACKROCK LIMITED DURATION INCOME TRUST ETF CEF 09249W101 29,589 29,589 485 0.3447
2020-02-12 2019-12-31 13F BLACKROCK LIMITED DURATION INCOME TRUST ETF CEF 09249W101 485 485 0.3447
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.