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BlackRock Ltd. Duration Income Trust shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.8k 225 12.49

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View all positions for Pinnacle Wealth Planning Services

Top funds holding BlackRock Ltd. Duration Income Trust

Morgan Stanley
Wells Fargo & Company
UBS Group
Guggenheim Capital, LLC Managers
Invesco
Cohen & Steers Capital Management
Shaker Financial Services
Sit Investment Associates
Raymond James Financial
Venture Visionary Partners
Envestnet Asset Management
Royal Bank of Canada
Principal Securities
Bank of America Corporation
LPL Financial

View all funds holding BlackRock Ltd. Duration Income Trust