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BlackRock Ltd. Duration Income Trust shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment 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 Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $180k 13k 14.00
2025-06-30 $254k 18k 14.18
2025-03-31 $220k 16k 14.14
2024-12-31 $219k 16k 14.13
2024-09-30 $218k 15k 14.48
2024-06-30 $210k 15k 13.96

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Top funds holding BlackRock Ltd. Duration Income Trust

Morgan Stanley
Wells Fargo & Company
Guggenheim Capital, LLC Managers
UBS Group
Cohen & Steers Capital Management
Invesco
Blue Zone Wealth Advisors
Raymond James Financial
Venture Visionary Partners
GraniteShares Advisors
LPL Financial
Principal Securities
Royal Bank of Canada
Envestnet Asset Management
Capital Investment Advisors

View all funds holding BlackRock Ltd. Duration Income Trust