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BlackRock Ltd. Duration Income Trust shares owned by Blue Zone Wealth Advisors

Quarter-by-quarter ownership of BlackRock Ltd. Duration Income Trust (BLW) shares owned by Blue Zone Wealth Advisors from 13F filings

Historical chart of Blue Zone Wealth Advisors 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 Blue Zone Wealth Advisors 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 Blue Zone Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.0M 427k 14.03
2023-12-31 $5.8M 412k 13.98
2023-09-30 $5.2M 400k 12.88
2023-06-30 $4.9M 377k 12.88
2023-03-31 $4.5M 344k 13.11
2022-12-31 $4.3M 332k 13.07
2022-09-30 $4.0M 329k 12.10
2022-06-30 $4.1M 327k 12.65

More positions owned by Blue Zone Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
AutoZone (AZO)
salesforce (CRM)
Stryker Corporation (SYK)
Microsoft Corporation (MSFT)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Visa Com Cl A (V)
Williams Companies (WMB)
Crowdstrike Hldgs Cl A (CRWD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackrock Ltd Duration Incom Com Shs (BLW)
Equifax (EFX)

View all positions for Blue Zone Wealth Advisors

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