Creative Planning
DSU icon

Creative Planning’s BlackRock Debt Strategies Fund DSU Stock Holding History

Creative Planning’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 		$577K Buy
60,207
+134
+0.2% +$1.34K ﹤0.01% 2912
2025
Q4 		$612K Buy
60,073
+1
+0% +$10 ﹤0.01% 2666
2025
Q3 		$638K Sell
60,072
-11
-0% -$116 ﹤0.01% 2521
2025
Q2 		$634K Buy
60,083
+12
+0% +$124 ﹤0.01% 2256
2025
Q1 		$627K Buy
60,071
+5,718
+11% +$61K ﹤0.01% 2089
2024
Q4 		$585K Hold
54,353
– – ﹤0.01% 2082
2024
Q3 		$600K Hold
54,353
– – ﹤0.01% 1944
2024
Q2 		$589K Buy
+54,353
New +$590K ﹤0.01% 1819
2022
Q2 		– Sell
-200
Closed -$2K – 2349
2022
Q1 		$2K Buy
+200
New +$2.17K ﹤0.01% 2297
2020
Q2 		– Sell
-11,194
Closed -$95K – 2047
2020
Q1 		$95K Hold
11,194
– – ﹤0.01% 1540
2019
Q4 		$125K Sell
11,194
-649
-5% -$7.04K ﹤0.01% 1727
2019
Q3 		$127K Hold
11,843
– – ﹤0.01% 1686
2019
Q2 		$128K Buy
11,843
+999
+9% +$10.7K ﹤0.01% 1716
2019
Q1 		$116K Sell
10,844
-1,936
-15% -$20.4K ﹤0.01% 1678
2018
Q4 		$125K Sell
12,780
-333
-3% -$3.52K ﹤0.01% 1596
2018
Q3 		$146K Sell
13,113
-100
-0.8% -$1.13K ﹤0.01% 1728
2018
Q2 		$148K Sell
13,213
-3,666
-22% -$41.8K ﹤0.01% 1696
2018
Q1 		$196K Sell
16,879
-930
-5% -$10.8K ﹤0.01% 1620
2017
Q4 		$208K Buy
17,809
+930
+6% +$10.9K ﹤0.01% 1581
2017
Q3 		$197K Sell
16,879
-1,976
-10% -$22.9K ﹤0.01% 1611
2017
Q2 		$218K Hold
18,855
– – ﹤0.01% 1474
2017
Q1 		$217K Sell
18,855
-1,433
-7% -$16.5K ﹤0.01% 1433
2016
Q4 		$230K Buy
20,288
+1,149
+6% +$12.6K ﹤0.01% 1339
2016
Q3 		$210K Buy
19,139
+156
+0.8% +$1.7K ﹤0.01% 1376
2016
Q2 		$201K Sell
18,983
-149
-0.8% -$1.57K ﹤0.01% 1251
2016
Q1 		$199K Buy
19,132
+3,190
+20% +$31.7K ﹤0.01% 1216
2015
Q4 		$161K Buy
15,942
+3,453
+28% +$35K ﹤0.01% 1339
2015
Q3 		$125K Buy
12,489
+183
+1% +$1.93K ﹤0.01% 1459
2015
Q2 		$134K Buy
12,306
+1,834
+18% +$20.6K ﹤0.01% 947
2015
Q1 		$117K Sell
10,472
-1,635
-14% -$18.3K ﹤0.01% 1493
2014
Q4 		$135K Buy
12,107
+1,103
+10% +$12.4K ﹤0.01% 1377
2014
Q3 		$126K Buy
11,004
+157
+1% +$1.87K ﹤0.01% 1324
2014
Q2 		$133K Buy
10,847
+370
+4% +$4.55K ﹤0.01% 1256
2014
Q1 		$129K Sell
10,477
-10,572
-50% -$129K ﹤0.01% 1236
2013
Q4 		$252K Buy
21,049
+12,418
+144% +$150K ﹤0.01% 757
2013
Q3 		$104K Sell
8,631
-194
-2% -$2.34K ﹤0.01% 1089
2013
Q2 		$113K Buy
+8,825
New +$117K ﹤0.01% 923

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

Creative Planning's DSU Position: Q1 2026 in Review

Creative Planning increased its BlackRock Debt Strategies Fund (DSU) stake by 0.22% in Q1 2026, buying an estimated $1.34K and bringing the position to 60,207 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #2912.

Creative Planning first reported a position in DSU in Q2 2013 and has held it in 37 quarters since. The position peaked at $638K in Q3 2025. 90 funds tracked by Wall St. Rank hold DSU as of Q1 2026.

  • Creative Planning held 60,207 shares of BlackRock Debt Strategies Fund worth $577K as of Q1 2026.
  • Creative Planning bought 134 BlackRock Debt Strategies Fund shares in Q1 2026, an estimated $1.34K.
  • BlackRock Debt Strategies Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2912 holding.
  • Creative Planning first reported a position in BlackRock Debt Strategies Fund in Q2 2013 and has held it in 37 quarters since.
  • Creative Planning's BlackRock Debt Strategies Fund position peaked at $638K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.