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

Melfa 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
2026 Q2	$421K	Sell	43,429 -373	-0.9%	-$3.65K	0.23%	88
2026 Q1	$420K	Sell	43,802 -341	-0.8%	-$3.4K	0.24%	92
2025 Q4	$449K	Buy	44,143 +3,234	+8%	+$33.3K	0.26%	91
2025 Q3	$434K	Hold	40,909	–	–	0.25%	95
2025 Q2	$432K	Sell	40,909 -8,618	-17%	-$88.7K	0.27%	92
2025 Q1	$517K	Hold	49,527	–	–	0.35%	73
2024 Q4	$533K	Hold	49,527	–	–	0.36%	73
2024 Q3	$546K	Buy	49,527 +68	+0.1%	+$742	0.36%	71
2024 Q2	$536K	Sell	49,459 -3,404	-6%	-$36.9K	0.37%	68
2024 Q1	$585K	Buy	52,863 +137	+0.3%	+$1.51K	0.42%	62
2023 Q4	$569K	Buy	52,726 +1,721	+3%	+$17.7K	0.54%	51
2023 Q3	$524K	Sell	51,005 -4,884	-9%	-$49.2K	0.57%	46
2023 Q2	$547K	Buy	55,889 +1,148	+2%	+$11K	0.55%	50
2023 Q1	$521K	Sell	54,741 -5,503	-9%	-$53K	0.52%	48
2022 Q4	$554K	Buy	+60,244	New	+$561K	0.58%	46

Other funds holding DSU

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

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

Melfa Wealth Management's DSU Position: Q2 2026 in Review

Melfa Wealth Management reduced its BlackRock Debt Strategies Fund (DSU) stake by 0.85% in Q2 2026, selling an estimated $3.65K and leaving 43,429 shares worth $421K. The position accounts for 0.23% of the portfolio, ranked #88.

Melfa Wealth Management first reported a position in DSU in Q4 2022 and has held it in 15 quarters since. The position peaked at $585K in Q1 2024. 102 funds tracked by Wall St. Rank hold DSU as of Q2 2026.

Melfa Wealth Management held 43,429 shares of BlackRock Debt Strategies Fund worth $421K as of Q2 2026.
Melfa Wealth Management sold 373 BlackRock Debt Strategies Fund shares in Q2 2026, an estimated $3.65K.
BlackRock Debt Strategies Fund made up 0.23% of Melfa Wealth Management's portfolio in Q2 2026, its #88 holding.
Melfa Wealth Management first reported a position in BlackRock Debt Strategies Fund in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's BlackRock Debt Strategies Fund position peaked at $585K in Q1 2024.
102 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.