EverSource Wealth Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

EverSource Wealth 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 Q1	$5.14K	Sell	536 -250	-32%	-$2.5K	﹤0.01%	3259
2025 Q4	$8K	Hold	786	–	–	﹤0.01%	2913
2025 Q3	$8.35K	Hold	786	–	–	﹤0.01%	2913
2025 Q2	$8.3K	Hold	786	–	–	﹤0.01%	2932
2025 Q1	$8.21K	Hold	786	–	–	﹤0.01%	2221
2024 Q4	$8.46K	Hold	786	–	–	﹤0.01%	2087
2024 Q3	$8.67K	Hold	786	–	–	﹤0.01%	1949
2024 Q2	$8.65K	Hold	786	–	–	﹤0.01%	1933
2024 Q1	$8.39K	Hold	786	–	–	﹤0.01%	1785
2023 Q4	$8.48K	Hold	786	–	–	﹤0.01%	1639
2023 Q3	$8.07K	Sell	786 -57	-7%	-$574	﹤0.01%	1505
2023 Q2	$8.25K	Hold	843	–	–	﹤0.01%	1530
2023 Q1	$8.02K	Hold	843	–	–	﹤0.01%	1459
2022 Q4	$7.76K	Buy	843 +786	+1,379%	+$7.32K	﹤0.01%	1427
2022 Q3	$1K	Buy	+57	New	+$542	﹤0.01%	1804

Other funds holding DSU

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 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

EverSource Wealth Advisors's DSU Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its BlackRock Debt Strategies Fund (DSU) stake by 32% in Q1 2026, selling an estimated $2.5K and leaving 536 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #3259.

EverSource Wealth Advisors first reported a position in DSU in Q3 2022 and has held it in 15 quarters since. The position peaked at $8.67K in Q3 2024. 90 funds tracked by Wall St. Rank hold DSU as of Q1 2026.

EverSource Wealth Advisors held 536 shares of BlackRock Debt Strategies Fund worth $5.14K as of Q1 2026.
EverSource Wealth Advisors sold 250 BlackRock Debt Strategies Fund shares in Q1 2026, an estimated $2.5K.
BlackRock Debt Strategies Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3259 holding.
EverSource Wealth Advisors first reported a position in BlackRock Debt Strategies Fund in Q3 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's BlackRock Debt Strategies Fund position peaked at $8.67K in Q3 2024.
90 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.