Bay Colony Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

Bay Colony Advisors’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
2026 Q2	$98.3K	Buy	+10,129	New	+$99.2K	0.01%	486
2025 Q4	–	Sell	-10,862	Closed	-$115K	–	512
2025 Q3	$115K	Buy	10,862 +146	+1%	+$1.54K	0.01%	499
2025 Q2	$113K	Buy	10,716 +201	+2%	+$2.07K	0.02%	458
2025 Q1	$111K	Sell	10,515 -268	-2%	-$2.86K	0.02%	429
2024 Q4	$116K	Buy	+10,783	New	+$117K	0.02%	438

Other funds holding DSU

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return