Marin Bay Wealth Advisors, LLC
Position in BLW — BLACKROCK Ltd DURATION INCOME TRUST
CIK 2109834
SAN ANSELMO, CA
Position in BLW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$207,321
+$3,363 QoQ
Shares Held
16,599
+2.5% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#13
of 32 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Marin Bay Wealth Advisors, LLC holds $1,273,817 across 4 Asset Management names. BLW ranks #4 (16.3% of the industry book) .
All Filings in BLW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,321 | 16,599 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $203,958 | 16,200 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||