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NewEdge Wealth’s BlackRock Debt Strategies Fund DSU Stock Holding History

NewEdge 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
2026
Q1 		– Sell
-167,081
Closed -$1.7M – 1167
2025
Q4 		$1.7M Sell
167,081
-22,866
-12% -$235K 0.02% 497
2025
Q3 		$1.96M Buy
+189,947
New +$2.01M 0.03% 401

Other funds holding DSU

Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
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

NewEdge Wealth's DSU Position: Q1 2026 in Review

NewEdge Wealth sold out of BlackRock Debt Strategies Fund (DSU) in Q1 2026, closing a stake of 167,081 shares — an estimated $1.7M sold.

NewEdge Wealth first reported a position in DSU in Q3 2025 and held it in 2 quarters. The position peaked at $1.96M in Q3 2025. 90 funds tracked by Wall St. Rank hold DSU as of Q1 2026.

  • NewEdge Wealth reported no remaining BlackRock Debt Strategies Fund position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 167,081 BlackRock Debt Strategies Fund shares in Q1 2026, an estimated $1.7M.
  • NewEdge Wealth first reported a position in BlackRock Debt Strategies Fund in Q3 2025 and held it in 2 quarters.
  • NewEdge Wealth's BlackRock Debt Strategies Fund position peaked at $1.96M in Q3 2025.
  • 90 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.