Concurrent Investment Advisors
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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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. 101 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.
  • 101 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.