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 Q2	$40.3K	Buy	4,149 +45	+1%	+$441	﹤0.01%	2510
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 $1.89T 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

Harbour Investments's DSU Position: Q2 2026 in Review

Harbour Investments increased its BlackRock Debt Strategies Fund (DSU) stake by 1.1% in Q2 2026, buying an estimated $441 and bringing the position to 4,149 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

Harbour Investments first reported a position in DSU in Q1 2021 and has held it in 19 quarters since. The position peaked at $79K in Q3 2021. 101 funds tracked by Wall St. Rank hold DSU as of Q2 2026.

Harbour Investments held 4,149 shares of BlackRock Debt Strategies Fund worth $40.3K as of Q2 2026.
Harbour Investments bought 45 BlackRock Debt Strategies Fund shares in Q2 2026, an estimated $441.
BlackRock Debt Strategies Fund made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2510 holding.
Harbour Investments first reported a position in BlackRock Debt Strategies Fund in Q1 2021 and has held it in 19 quarters since.
Harbour Investments's BlackRock Debt Strategies Fund position peaked at $79K in Q3 2021.
101 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.