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Kelleher Financial Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

Kelleher Financial 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 		– Sell
-23,599
Closed -$226K – 876
2026
Q1 		$226K Buy
23,599
+1,625
+7% +$16.2K 0.06% 185
2025
Q4 		$224K Buy
+21,974
New +$226K 0.05% 203
2025
Q3 		– Sell
-20,967
Closed -$221K – 648
2025
Q2 		$221K Buy
20,967
+498
+2% +$5.13K 0.08% 127
2025
Q1 		$213K Buy
+20,469
New +$219K 0.09% 119

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kelleher Financial Advisors's DSU Position: Q2 2026 in Review

Kelleher Financial Advisors sold out of BlackRock Debt Strategies Fund (DSU) in Q2 2026, closing a stake of 23,599 shares — an estimated $226K sold.

Kelleher Financial Advisors first reported a position in DSU in Q1 2025 and held it in 4 quarters. The position peaked at $226K in Q1 2026. 102 funds tracked by Wall St. Rank hold DSU as of Q2 2026.

  • Kelleher Financial Advisors reported no remaining BlackRock Debt Strategies Fund position as of Q2 2026 after selling out during the quarter.
  • Kelleher Financial Advisors sold 23,599 BlackRock Debt Strategies Fund shares in Q2 2026, an estimated $226K.
  • Kelleher Financial Advisors first reported a position in BlackRock Debt Strategies Fund in Q1 2025 and held it in 4 quarters.
  • Kelleher Financial Advisors's BlackRock Debt Strategies Fund position peaked at $226K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.