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Monterey Private Wealth’s BlackRock Debt Strategies Fund DSU Stock Holding History

Monterey Private Wealth’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
2025
Q1 		– Sell
-14,918
Closed -$161K – 141
2024
Q4 		$161K Buy
+14,918
New +$162K 0.05% 137

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Monterey Private Wealth's DSU Position: Q1 2025 in Review

Monterey Private Wealth sold out of BlackRock Debt Strategies Fund (DSU) in Q1 2025, closing a stake of 14,918 shares — an estimated $161K sold.

Monterey Private Wealth first reported a position in DSU in Q4 2024 and held it in 1 quarter. The position peaked at $161K in Q4 2024. 86 funds tracked by Wall St. Rank hold DSU as of Q1 2025.

  • Monterey Private Wealth reported no remaining BlackRock Debt Strategies Fund position as of Q1 2025 after selling out during the quarter.
  • Monterey Private Wealth sold 14,918 BlackRock Debt Strategies Fund shares in Q1 2025, an estimated $161K.
  • Monterey Private Wealth first reported a position in BlackRock Debt Strategies Fund in Q4 2024 and held it in 1 quarter.
  • Monterey Private Wealth's BlackRock Debt Strategies Fund position peaked at $161K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.