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BlackRock Ltd. Duration Income Trust shares owned by MAI Wealth Advisors

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 16k 14.00
2025-06-30 $219k 16k 14.18
2025-03-31 $217k 15k 14.14
2024-12-31 $216k 15k 14.13

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View all positions for MAI Wealth Advisors

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