Accel Wealth Management’s BlackRock Debt Strategies Fund DSU Stock Holding History

Accel Wealth Management’s Portfolio DSU Stock Details DSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,000	Closed	-$9.51K	–	351
2023 Q1	$9.51K	Hold	1,000	–	–	﹤0.01%	907
2022 Q4	$9.2K	Hold	1,000	–	–	﹤0.01%	727
2022 Q3	$9K	Hold	1,000	–	–	﹤0.01%	754
2022 Q2	$9K	Hold	1,000	–	–	0.01%	719
2022 Q1	$10K	Hold	1,000	–	–	0.01%	703
2021 Q4	$12K	Hold	1,000	–	–	0.01%	672
2021 Q3	$12K	Hold	1,000	–	–	0.01%	599
2021 Q2	$11K	Hold	1,000	–	–	0.01%	673
2021 Q1	$11K	Hold	1,000	–	–	0.01%	635
2020 Q4	$10K	Buy	+1,000	New	+$10.1K	0.01%	613

Other funds holding DSU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accel Wealth Management's DSU Position: Q2 2023 in Review

Accel Wealth Management sold out of BlackRock Debt Strategies Fund (DSU) in Q2 2023, closing a stake of 1,000 shares — an estimated $9.51K sold.

Accel Wealth Management first reported a position in DSU in Q4 2020 and held it in 10 quarters. The position peaked at $12K in Q4 2021. 87 funds tracked by Wall St. Rank hold DSU as of Q2 2023.

Accel Wealth Management reported no remaining BlackRock Debt Strategies Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,000 BlackRock Debt Strategies Fund shares in Q2 2023, an estimated $9.51K.
Accel Wealth Management first reported a position in BlackRock Debt Strategies Fund in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's BlackRock Debt Strategies Fund position peaked at $12K in Q4 2021.
87 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.