Focus Partners Wealth
DSU icon

Focus Partners Wealth’s BlackRock Debt Strategies Fund DSU Stock Holding History

Focus Partners Wealth’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
2025
Q1 		– Sell
-11,051
Closed -$119K – 1941
2024
Q4 		$119K Buy
11,051
+172
+2% +$1.87K ﹤0.01% 1783
2024
Q3 		$120K Buy
+10,879
New +$119K ﹤0.01% 1506

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Focus Partners Wealth's DSU Position: Q1 2025 in Review

Focus Partners Wealth sold out of BlackRock Debt Strategies Fund (DSU) in Q1 2025, closing a stake of 11,051 shares — an estimated $119K sold.

Focus Partners Wealth first reported a position in DSU in Q3 2024 and held it in 2 quarters. The position peaked at $120K in Q3 2024. 86 funds tracked by Wall St. Rank hold DSU as of Q1 2025.

  • Focus Partners Wealth reported no remaining BlackRock Debt Strategies Fund position as of Q1 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 11,051 BlackRock Debt Strategies Fund shares in Q1 2025, an estimated $119K.
  • Focus Partners Wealth first reported a position in BlackRock Debt Strategies Fund in Q3 2024 and held it in 2 quarters.
  • Focus Partners Wealth's BlackRock Debt Strategies Fund position peaked at $120K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2025.

Based on Focus Partners Wealth's 13F filing for Q1 2025, filed 15 May 2025.