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Concurrent Investment Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

Concurrent Investment 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 		$145K Buy
14,904
+198
+1% +$1.94K ﹤0.01% 1994
2026
Q1 		$141K Sell
14,706
-1,812
-11% -$18.1K ﹤0.01% 1792
2025
Q4 		$168K Buy
16,518
+1,176
+8% +$12.1K ﹤0.01% 1663
2025
Q3 		$163K Buy
+15,342
New +$162K ﹤0.01% 1383

Other funds holding DSU

GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Concurrent Investment Advisors's DSU Position: Q2 2026 in Review

Concurrent Investment Advisors increased its BlackRock Debt Strategies Fund (DSU) stake by 1.3% in Q2 2026, buying an estimated $1.94K and bringing the position to 14,904 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Concurrent Investment Advisors first reported a position in DSU in Q3 2025 and has held it in 4 quarters since. The position peaked at $168K in Q4 2025. 36 funds tracked by Wall St. Rank hold DSU as of Q2 2026.

  • Concurrent Investment Advisors held 14,904 shares of BlackRock Debt Strategies Fund worth $145K as of Q2 2026.
  • Concurrent Investment Advisors bought 198 BlackRock Debt Strategies Fund shares in Q2 2026, an estimated $1.94K.
  • BlackRock Debt Strategies Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1994 holding.
  • Concurrent Investment Advisors first reported a position in BlackRock Debt Strategies Fund in Q3 2025 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's BlackRock Debt Strategies Fund position peaked at $168K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.