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

Focused 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
2025
Q3 		– Sell
-12,569
Closed -$133K – 214
2025
Q2 		$133K Sell
12,569
-143
-1% -$1.47K 0.02% 188
2025
Q1 		$133K Buy
12,712
+235
+2% +$2.51K 0.02% 175
2024
Q4 		$134K Buy
12,477
+100
+0.8% +$1.09K 0.02% 163
2024
Q3 		$137K Buy
12,377
+229
+2% +$2.5K 0.02% 209
2024
Q2 		$132K Sell
12,148
-1,131
-9% -$12.3K 0.02% 197
2024
Q1 		$147K Buy
13,279
+251
+2% +$2.76K 0.02% 173
2023
Q4 		$141K Buy
13,028
+94
+0.7% +$967 0.02% 168
2023
Q3 		$133K Sell
12,934
-454
-3% -$4.57K 0.02% 165
2023
Q2 		$131K Buy
13,388
+78
+0.6% +$745 0.02% 173
2023
Q1 		$127K Buy
13,310
+2,503
+23% +$24.1K 0.03% 177
2022
Q4 		$99.4K Sell
10,807
-2,345
-18% -$21.8K 0.02% 193
2022
Q3 		$117K Buy
13,152
+62
+0.5% +$589 0.02% 169
2022
Q2 		$120K Buy
13,090
+59
+0.5% +$573 0.02% 172
2022
Q1 		$136K Buy
13,031
+52
+0.4% +$564 0.02% 179
2021
Q4 		$152K Sell
12,979
-1,119
-8% -$13.1K 0.02% 221
2021
Q3 		$163K Buy
14,098
+48
+0.3% +$546 0.03% 193
2021
Q2 		$161K Buy
14,050
+48
+0.3% +$536 0.03% 202
2021
Q1 		$154K Buy
14,002
+49
+0.4% +$525 0.03% 203
2020
Q4 		$146K Sell
13,953
-42
-0.3% -$422 0.03% 190
2020
Q3 		$139K Sell
13,995
-406
-3% -$4K 0.03% 182
2020
Q2 		$134K Buy
14,401
+76
+0.5% +$705 0.03% 179
2020
Q1 		$121K Buy
14,325
+40
+0.3% +$416 0.03% 169
2019
Q4 		$160K Sell
14,285
-85
-0.6% -$923 0.04% 187
2019
Q3 		$154K Buy
14,370
+57
+0.4% +$615 0.04% 172
2019
Q2 		$154K Sell
14,313
-3,277
-19% -$35.2K 0.04% 176
2019
Q1 		$189K Sell
17,590
-3,486
-17% -$36.8K 0.06% 136
2018
Q4 		$206K Sell
21,076
-5,589
-21% -$59K 0.07% 138
2018
Q3 		$297K Sell
26,665
-181
-0.7% -$2.04K 0.1% 106
2018
Q2 		$300K Sell
26,846
-938
-3% -$10.7K 0.1% 109
2018
Q1 		$323K Sell
27,784
-35,743
-56% -$414K 0.1% 106
2017
Q4 		$743K Sell
63,527
-34,719
-35% -$405K 0.24% 62
2017
Q3 		$1.15M Buy
98,246
+32,348
+49% +$375K 0.38% 45
2017
Q2 		$760K Sell
65,898
-1,155
-2% -$13.4K 0.28% 56
2017
Q1 		$772K Buy
67,053
+7,534
+13% +$86.7K 0.3% 54
2016
Q4 		$675K Buy
59,519
+6,458
+12% +$70.6K 0.29% 54
2016
Q3 		$581K Buy
53,061
+20,500
+63% +$224K 0.26% 62
2016
Q2 		$345K Hold
32,561
– – 0.16% 86
2016
Q1 		$339K Sell
32,561
-13,060
-29% -$130K 0.19% 83
2015
Q4 		$461K Buy
+45,621
New +$463K 0.27% 65

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Focused Wealth Management's DSU Position: Q3 2025 in Review

Focused Wealth Management sold out of BlackRock Debt Strategies Fund (DSU) in Q3 2025, closing a stake of 12,569 shares — an estimated $133K sold.

Focused Wealth Management first reported a position in DSU in Q4 2015 and held it in 39 quarters. The position peaked at $1.15M in Q3 2017. 92 funds tracked by Wall St. Rank hold DSU as of Q3 2025.

  • Focused Wealth Management reported no remaining BlackRock Debt Strategies Fund position as of Q3 2025 after selling out during the quarter.
  • Focused Wealth Management sold 12,569 BlackRock Debt Strategies Fund shares in Q3 2025, an estimated $133K.
  • Focused Wealth Management first reported a position in BlackRock Debt Strategies Fund in Q4 2015 and held it in 39 quarters.
  • Focused Wealth Management's BlackRock Debt Strategies Fund position peaked at $1.15M in Q3 2017.
  • 92 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q3 2025.

Based on Focused Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.