CFRPA
DSU icon

Castle Financial & Retirement Planning Associates’s BlackRock Debt Strategies Fund DSU Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021
Q4 		$17K Buy
+1,526
New +$17.8K 0.06% 67

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's DSU Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in BlackRock Debt Strategies Fund (DSU) in Q4 2021: 1,526 shares worth $17K. The stake represents 0.06% of the portfolio and ranks #67 among its holdings.

87 funds tracked by Wall St. Rank hold DSU as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 1,526 shares of BlackRock Debt Strategies Fund worth $17K as of Q4 2021.
  • BlackRock Debt Strategies Fund was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • BlackRock Debt Strategies Fund made up 0.06% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #67 holding.
  • 87 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.