BlackRock Ltd. Duration Income Trust shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of BlackRock Ltd. Duration Income Trust (BLW) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in BlackRock Ltd. Duration Income Trust
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Quarterly reported holdings in BlackRock Ltd. Duration Income Trust by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $216k | 15k | 14.00 |
| 2025-06-30 | $219k | 15k | 14.18 |
| 2025-03-31 | $218k | 15k | 14.14 |
| 2024-12-31 | $218k | 15k | 14.13 |
| 2024-09-30 | $223k | 15k | 14.48 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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