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

Modern 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	$622K	Sell	64,107 -5,646	-8%	-$55.3K	0.01%	649
2026 Q1	$675K	Sell	69,753 -11,057	-14%	-$110K	0.01%	510
2025 Q4	$823K	Sell	80,810 -17,935	-18%	-$185K	0.02%	442
2025 Q3	$1.05M	Buy	98,745 +1,272	+1%	+$13.4K	0.02%	384
2025 Q2	$1.03M	Sell	97,473 -2,154	-2%	-$22.2K	0.03%	367
2025 Q1	$1.04M	Buy	99,627 +2,432	+3%	+$26K	0.03%	300
2024 Q4	$1.05M	Buy	97,195 +34,709	+56%	+$377K	0.04%	252
2024 Q3	$689K	Buy	62,486 +291	+0.5%	+$3.17K	0.04%	204
2024 Q2	$674K	Buy	+62,195	New	+$675K	0.05%	176

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

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

Modern Wealth Management reduced its BlackRock Debt Strategies Fund (DSU) stake by 8.1% in Q2 2026, selling an estimated $55.3K and leaving 64,107 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #649.

Modern Wealth Management first reported a position in DSU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q3 2025. 102 funds tracked by Wall St. Rank hold DSU as of Q2 2026.

Modern Wealth Management held 64,107 shares of BlackRock Debt Strategies Fund worth $622K as of Q2 2026.
Modern Wealth Management sold 5,646 BlackRock Debt Strategies Fund shares in Q2 2026, an estimated $55.3K.
BlackRock Debt Strategies Fund made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #649 holding.
Modern Wealth Management first reported a position in BlackRock Debt Strategies Fund in Q2 2024 and has held it in 9 quarters since.
Modern Wealth Management's BlackRock Debt Strategies Fund position peaked at $1.05M in Q3 2025.
102 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.