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 Q2	$5.2K	Hold	536	–	–	﹤0.01%	3265
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 $1.89T AUM 35.08% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EverSource Wealth Advisors's DSU Position: Q2 2026 in Review

EverSource Wealth Advisors held its BlackRock Debt Strategies Fund (DSU) position steady in Q2 2026 at 536 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3265.

EverSource Wealth Advisors first reported a position in DSU in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.67K in Q3 2024. 101 funds tracked by Wall St. Rank hold DSU as of Q2 2026.

EverSource Wealth Advisors held 536 shares of BlackRock Debt Strategies Fund worth $5.2K as of Q2 2026.
EverSource Wealth Advisors left its BlackRock Debt Strategies Fund share count unchanged in Q2 2026.
BlackRock Debt Strategies Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3265 holding.
EverSource Wealth Advisors first reported a position in BlackRock Debt Strategies Fund in Q3 2022 and has held it in 16 quarters since.
EverSource Wealth Advisors's BlackRock Debt Strategies Fund position peaked at $8.67K in Q3 2024.
101 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.