Kestra Advisory Services, LLC

Position in BLW — BLACKROCK Ltd DURATION INCOME TRUST

CIK 1830819 AUSTIN, TX

Position in BLW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$842,525

+$233,585 QoQ

Shares Held

67,456

+39.5% QoQ

Ownership

0.173%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 32 holders

Holding Since

Dec 2020

14 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $468,732,062 across 229 Asset Management names. BLW ranks #98 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	1,980,953	$59,765,352
2	PSLV	Sprott Physical Silver Trust	1,891,228	$35,687,472
3	BX	Blackstone Inc.	283,769	$33,391,098
4	BLK	BlackRock, Inc.	34,123	$32,811,311
5	FHI	Federated Hermes, Inc.	472,377	$26,084,657
6	KKR	KKR & Co. Inc.	125,386	$11,507,927
7	ARCC	Ares Capital Corp	520,151	$9,638,398
8	CEF	Sprott Physical Gold & Silver Trust	187,775	$7,554,188

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$842,525	67,456	+39.5%	Shares	Sole	2026-07-28
2026-03-31	$608,940	48,367	+27.6%	Shares	Sole	2026-04-30
2025-12-31	$520,952	37,915	+66.4%	Shares	Sole	2026-02-13
2025-09-30	$319,060	22,790	-16.6%	Shares	Sole	2025-11-14
2025-06-30	$387,355	27,317	+130.7%	Shares	Sole	2025-08-15
2025-03-31	$167,445	11,842	+4.1%	Shares	Sole	2025-05-14
2024-12-31	$160,799	11,380	-24.7%	Shares	Sole	2025-02-10
2024-09-30	$218,908	15,118	-49.2%	Shares	Sole	2024-11-13
2024-06-30	$415,645	29,774	+22.4%	Shares	Sole	2024-08-14
2024-03-31	$341,209	24,320	-3.8%	Shares	Sole	2024-05-15
2023-12-31	$353,582	25,292	-23.4%	Shares	Sole	2024-02-14
2023-06-30	$425,336	33,023	-22.1%	Shares	Sole	2023-08-11
2021-09-30	$724,120	42,371	-38.7%	Shares	Sole	2021-10-19
2020-12-31	$1,099,976	69,094	—	Shares	Sole	2021-01-20
No filing history on record for this holder in this stock.