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BlackRock Ltd. Duration Income Trust shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $32k 2.3k 14.00

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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