Newbridge Financial Services Group’s BlackRock Debt Strategies Fund DSU Stock Holding History

Newbridge Financial Services Group’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 Q4	–	Sell	-291	Closed	-$3.09K	–	1261
2025 Q3	$3.09K	Hold	291	–	–	﹤0.01%	1094
2025 Q2	$3.07K	Buy	+291	New	+$3K	﹤0.01%	1092
2021 Q3	–	Sell	-2,174	Closed	-$25K	–	1443
2021 Q2	$25K	Buy	2,174 +27	+1%	+$302	0.02%	704
2021 Q1	$24K	Buy	2,147 +28	+1%	+$300	0.02%	641
2020 Q4	$22K	Buy	2,119 +33	+2%	+$332	0.02%	513
2020 Q3	$21K	Buy	+2,086	New	+$20.6K	0.02%	489

Other funds holding DSU

Morgan Stanley New York $1.66T AUM 25.57% 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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Newbridge Financial Services Group's DSU Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of BlackRock Debt Strategies Fund (DSU) in Q4 2025, closing a stake of 291 shares — an estimated $3.09K sold.

Newbridge Financial Services Group first reported a position in DSU in Q3 2020 and held it in 6 quarters. The position peaked at $25K in Q2 2021. 101 funds tracked by Wall St. Rank hold DSU as of Q4 2025.

Newbridge Financial Services Group reported no remaining BlackRock Debt Strategies Fund position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 291 BlackRock Debt Strategies Fund shares in Q4 2025, an estimated $3.09K.
Newbridge Financial Services Group first reported a position in BlackRock Debt Strategies Fund in Q3 2020 and held it in 6 quarters.
Newbridge Financial Services Group's BlackRock Debt Strategies Fund position peaked at $25K in Q2 2021.
101 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.