Harbour Investments’s BlackRock Debt Strategies Fund DSU Stock Holding History

Harbour Investments’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	$39.4K	Buy	4,104 +3,139	+325%	+$31.3K	﹤0.01%	2466
2025 Q4	$9.82K	Hold	965	–	–	﹤0.01%	2754
2025 Q3	$10.2K	Hold	965	–	–	﹤0.01%	2674
2025 Q2	$10.2K	Hold	965	–	–	﹤0.01%	2561
2025 Q1	$10.1K	Hold	965	–	–	﹤0.01%	2512
2024 Q4	$10.4K	Hold	965	–	–	﹤0.01%	2428
2024 Q3	$10.6K	Hold	965	–	–	﹤0.01%	2326
2024 Q2	$10.5K	Sell	965 -55	-5%	-$597	﹤0.01%	2247
2024 Q1	$11.3K	Hold	1,020	–	–	﹤0.01%	2175
2023 Q4	$11K	Buy	+1,020	New	+$10.5K	﹤0.01%	2107
2023 Q2	–	Sell	-243	Closed	-$2.31K	–	3047
2023 Q1	$2.31K	Hold	243	–	–	﹤0.01%	2521
2022 Q4	$2.24K	Hold	243	–	–	﹤0.01%	2482
2022 Q3	$2K	Hold	243	–	–	﹤0.01%	2421
2022 Q2	$2K	Buy	+243	New	+$2.36K	﹤0.01%	2421
2021 Q4	$3K	Sell	243 -6,566	-96%	-$76.6K	﹤0.01%	2310
2021 Q3	$79K	Hold	6,809	–	–	﹤0.01%	1506
2021 Q2	$78K	Sell	6,809 -146	-2%	-$1.63K	﹤0.01%	1533
2021 Q1	$77K	Buy	+6,955	New	+$74.6K	﹤0.01%	1434

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

Harbour Investments's DSU Position: Q1 2026 in Review

Harbour Investments increased its BlackRock Debt Strategies Fund (DSU) stake by 325% in Q1 2026, buying an estimated $31.3K and bringing the position to 4,104 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2466.

Harbour Investments first reported a position in DSU in Q1 2021 and has held it in 18 quarters since. The position peaked at $79K in Q3 2021. 90 funds tracked by Wall St. Rank hold DSU as of Q1 2026.

Harbour Investments held 4,104 shares of BlackRock Debt Strategies Fund worth $39.4K as of Q1 2026.
Harbour Investments bought 3,139 BlackRock Debt Strategies Fund shares in Q1 2026, an estimated $31.3K.
BlackRock Debt Strategies Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2466 holding.
Harbour Investments first reported a position in BlackRock Debt Strategies Fund in Q1 2021 and has held it in 18 quarters since.
Harbour Investments's BlackRock Debt Strategies Fund position peaked at $79K in Q3 2021.
90 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.