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BlackRock Ltd. Duration Income Trust shares owned by Maimon Wealth Management

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

Historical chart of Maimon Wealth Management 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 Maimon Wealth Management 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 Maimon Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $122k 10k 12.16
2025-12-31 $137k 10k 13.74

More positions owned by Maimon Wealth Management

Ishares U S Etf Tr Short Duration B (NEAR)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Ultra Short Dur (ICSH)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Stryker Corporation (SYK)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Maimon Wealth Management

Top funds holding BlackRock Ltd. Duration Income Trust

Wells Fargo & Company
Guggenheim Capital, LLC Managers
UBS Group
Cohen & Steers Capital Management
Invesco
Venture Visionary Partners
Raymond James Financial
Blue Zone Wealth Advisors
Envestnet Asset Management
Principal Securities
Fiera Capital Corporation
Baird Financial
LPL Financial
Advisor Group Holdings
Leucadia National Corporation

View all funds holding BlackRock Ltd. Duration Income Trust