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 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 $1.66T 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

Modern Wealth Management's DSU Position: Q1 2026 in Review

Modern Wealth Management reduced its BlackRock Debt Strategies Fund (DSU) stake by 14% in Q1 2026, selling an estimated $110K and leaving 69,753 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #510.

Modern Wealth Management first reported a position in DSU in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q3 2025. 90 funds tracked by Wall St. Rank hold DSU as of Q1 2026.

Modern Wealth Management held 69,753 shares of BlackRock Debt Strategies Fund worth $675K as of Q1 2026.
Modern Wealth Management sold 11,057 BlackRock Debt Strategies Fund shares in Q1 2026, an estimated $110K.
BlackRock Debt Strategies Fund made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #510 holding.
Modern Wealth Management first reported a position in BlackRock Debt Strategies Fund in Q2 2024 and has held it in 8 quarters since.
Modern Wealth Management's BlackRock Debt Strategies Fund position peaked at $1.05M in Q3 2025.
90 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.