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BlackRock Ltd. Duration Income Trust shares owned by Pathstone Holdings

Quarter-by-quarter ownership of BlackRock Ltd. Duration Income Trust (BLW) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in BlackRock Ltd. Duration Income Trust

Tip: Access up to 7 years of quarterly data

All positions including BlackRock Ltd. Duration Income Trust held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock Ltd. Duration Income Trust by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2023-12-31 $193k 14k 13.98

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Microsoft Corporation (MSFT)
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Crowdstrike Hldgs Cl A (CRWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Amazon (AMZN)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding BlackRock Ltd. Duration Income Trust

Wells Fargo & Company
Guggenheim Capital, LLC Managers
UBS Group
Blue Zone Wealth Advisors
Waterfront Wealth
Bank of America Corporation
Royal Bank of Canada
Capital Investment Advisors
Raymond James Financial Services Advisors
Arete Wealth Advisors
Principal Securities
Shaker Financial Services
GraniteShares Advisors
Fiera Capital Corporation
Baird Financial

View all funds holding BlackRock Ltd. Duration Income Trust