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BlackRock Ltd. Duration Income Trust shares owned by Ethos Financial Group

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

Historical chart of Ethos Financial Group 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 Ethos Financial Group 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 Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 133k 14.00
2025-06-30 $1.9M 137k 14.18
2025-03-31 $2.2M 158k 14.14

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Top funds holding BlackRock Ltd. Duration Income Trust

Morgan Stanley
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UBS Group
Cohen & Steers Capital Management
Invesco
Blue Zone Wealth Advisors
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LPL Financial
Principal Securities
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Envestnet Asset Management
Capital Investment Advisors

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