Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BlackRock Debt Strategies Fund DSU Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$9.75K Hold
1,017
– – ﹤0.01% 4785
2025
Q4 		$10K Hold
1,017
– – ﹤0.01% 4537
2025
Q3 		$11K Sell
1,017
-232
-19% -$2.45K ﹤0.01% 4426
2025
Q2 		$13K Buy
1,249
+47
+4% +$484 ﹤0.01% 4153
2025
Q1 		$13K Sell
1,202
-260
-18% -$2.78K ﹤0.01% 3950
2024
Q4 		$16K Hold
1,462
– – ﹤0.01% 3574
2024
Q3 		$16K Sell
1,462
-647
-31% -$7.06K ﹤0.01% 3496
2024
Q2 		$23K Buy
2,109
+90
+4% +$976 ﹤0.01% 3014
2024
Q1 		$22K Hold
2,019
– – ﹤0.01% 2820
2023
Q4 		$22K Hold
2,019
– – ﹤0.01% 2714
2023
Q3 		$21K Buy
2,019
+10
+0.5% +$101 ﹤0.01% 2648
2023
Q2 		$20K Buy
2,009
+60
+3% +$573 ﹤0.01% 2631
2023
Q1 		$19K Sell
1,949
-55
-3% -$530 ﹤0.01% 2539
2022
Q4 		$18K Hold
2,004
– – ﹤0.01% 2440
2022
Q3 		$18K Sell
2,004
-1,100
-35% -$10.4K ﹤0.01% 2281
2022
Q2 		$28K Buy
3,104
+2,683
+637% +$26.1K ﹤0.01% 1922
2022
Q1 		$4K Buy
421
+403
+2,239% +$4.37K ﹤0.01% 2914
2021
Q4 		$0 Buy
+18
New +$210 ﹤0.01% 3520
2021
Q2 		$1K Hold
54
– – ﹤0.01% 2775
2021
Q1 		$1K Hold
54
– – ﹤0.01% 2775
2020
Q4 		$1K Hold
54
– – ﹤0.01% 2775
2020
Q3 		$1K Hold
54
– – ﹤0.01% 2774
2020
Q2 		$1K Hold
54
– – ﹤0.01% 2774
2020
Q1 		$1K Hold
54
– – ﹤0.01% 2773
2019
Q4 		$1K Hold
54
– – ﹤0.01% 2773
2019
Q3 		$1K Hold
54
– – ﹤0.01% 2773
2019
Q2 		$1K Hold
54
– – ﹤0.01% 2773
2019
Q1 		$1K Buy
+54
New +$570 ﹤0.01% 2772
2017
Q4 		– Sell
-192
Closed -$2K – 1482
2017
Q3 		$2K Hold
192
– – ﹤0.01% 1279
2017
Q2 		$2K Hold
192
– – ﹤0.01% 999
2017
Q1 		$2K Hold
192
– – ﹤0.01% 978
2016
Q4 		$2K Hold
192
– – ﹤0.01% 977
2016
Q3 		$2K Hold
192
– – ﹤0.01% 914
2016
Q2 		$2K Hold
192
– – ﹤0.01% 711
2016
Q1 		$2K Buy
+192
New +$1.91K ﹤0.01% 677

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DSU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its BlackRock Debt Strategies Fund (DSU) position steady in Q1 2026 at 1,017 shares worth $9.75K. The position accounts for ﹤0.01% of the portfolio, ranked #4785.

Carson Wealth (CWM LLC) first reported a position in DSU in Q1 2016 and has held it in 35 quarters since. The position peaked at $28K in Q2 2022. 90 funds tracked by Wall St. Rank hold DSU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,017 shares of BlackRock Debt Strategies Fund worth $9.75K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its BlackRock Debt Strategies Fund share count unchanged in Q1 2026.
  • BlackRock Debt Strategies Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4785 holding.
  • Carson Wealth (CWM LLC) first reported a position in BlackRock Debt Strategies Fund in Q1 2016 and has held it in 35 quarters since.
  • Carson Wealth (CWM LLC)'s BlackRock Debt Strategies Fund position peaked at $28K in Q2 2022.
  • 90 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.