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Cornerstone Wealth Management’s BlackRock Debt Strategies Fund DSU Stock Holding History

Cornerstone Wealth Management’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 		$243K Hold
25,024
– – 0.01% 665
2026
Q1 		$240K Hold
25,024
– – 0.01% 628
2025
Q4 		$255K Buy
+25,024
New +$257K 0.01% 588
2019
Q2 		– Sell
-8,530
Closed -$505K – 397
2019
Q1 		$505K Buy
+8,530
New +$90K 0.06% 276
2018
Q4 		– Sell
-54,915
Closed -$4.65M – 531
2018
Q3 		$4.65M Buy
54,915
+39,449
+255% +$444K 0.06% 308
2018
Q2 		$1.39M Buy
+15,466
New +$176K 0.02% 655

Other funds holding DSU

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
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
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $167M AUM
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Cornerstone Wealth Management's DSU Position: Q2 2026 in Review

Cornerstone Wealth Management held its BlackRock Debt Strategies Fund (DSU) position steady in Q2 2026 at 25,024 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #665.

Cornerstone Wealth Management first reported a position in DSU in Q2 2018 and has held it in 6 quarters since. The position peaked at $4.65M in Q3 2018. 21 funds tracked by Wall St. Rank hold DSU as of Q2 2026.

  • Cornerstone Wealth Management held 25,024 shares of BlackRock Debt Strategies Fund worth $243K as of Q2 2026.
  • Cornerstone Wealth Management left its BlackRock Debt Strategies Fund share count unchanged in Q2 2026.
  • BlackRock Debt Strategies Fund made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #665 holding.
  • Cornerstone Wealth Management first reported a position in BlackRock Debt Strategies Fund in Q2 2018 and has held it in 6 quarters since.
  • Cornerstone Wealth Management's BlackRock Debt Strategies Fund position peaked at $4.65M in Q3 2018.
  • 21 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.