Jefferies Group's BLW Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 129,403 shares of BlackRock Limited Duration Income Trust (BLW) worth $1.63 M, representing 0.01% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in BLW, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 73,832 shares. Largest reduction occurred in Q1 2025, reducing 36,725 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's BlackRock Limited Duration Income Trust (BLW) Holding Value Over Time
Track share changes against reported price movement
Quarterly BlackRock Limited Duration Income Trust (BLW) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -121 | Reduce 0.09% | 129,403 | $12.59 |
| Q4 2025 | -4,662 | Reduce 3.47% | 129,524 | $13.74 |
| Q3 2025 | -11,024 | Reduce 7.59% | 134,186 | $14.00 |
| Q2 2025 | -858 | Reduce 0.59% | 145,210 | $14.18 |
| Q1 2025 | -36,725 | Reduce 20.09% | 146,068 | $14.14 |
| Q4 2024 | +935 | Add 0.51% | 182,793 | $14.13 |
| Q3 2024 | +490 | Add 0.27% | 181,858 | $14.48 |
| Q2 2024 | +1,745 | Add 0.97% | 181,368 | $13.96 |
| Q1 2024 | -8,610 | Reduce 4.57% | 179,623 | $14.03 |
| Q4 2023 | +73,832 | Add 64.54% | 188,233 | $13.98 |
| Q3 2023 | +21,549 | Add 23.21% | 114,401 | $12.88 |
| Q2 2023 | +27,177 | Add 41.38% | 92,852 | $12.88 |
| Q1 2023 | +65,675 | New Buy | 65,675 | $13.11 |
Jefferies Group's BlackRock Limited Duration Income Trust Investment FAQs
Jefferies Group first purchased BlackRock Limited Duration Income Trust (BLW) in Q1 2023, acquiring 65,675 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held BlackRock Limited Duration Income Trust (BLW) for 13 quarters since Q1 2023.
Jefferies Group's largest addition to BlackRock Limited Duration Income Trust (BLW) was in Q4 2023, adding 188,233 shares worth $2.63 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 129,403 shares of BlackRock Limited Duration Income Trust (BLW), valued at approximately $1.63 M.
As of the Q1 2026 filing, BlackRock Limited Duration Income Trust (BLW) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in BlackRock Limited Duration Income Trust (BLW) was 188,233 shares, as reported at the end of Q4 2023.