Oliver Lagore Vanvalin Investment Group’s BlackRock Debt Strategies Fund DSU Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$41.8K	Buy	+4,000	New	+$41.2K	0.02%	268
2024 Q4	$43K	Hold	4,000	–	–	0.01%	275
2024 Q3	$44.1K	Hold	4,000	–	–	0.01%	260
2024 Q2	$43.4K	Hold	4,000	–	–	0.01%	253
2024 Q1	$44.2K	Buy	4,000 +1,000	+33%	+$11K	0.01%	254
2023 Q4	$32.4K	Hold	3,000	–	–	0.01%	258
2023 Q3	$30.8K	Buy	3,000 +1,000	+50%	+$10.1K	0.01%	290
2023 Q2	$19.6K	Hold	2,000	–	–	0.01%	372
2023 Q1	$19K	Buy	+2,000	New	+$19.3K	0.01%	288

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

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's DSU Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in BlackRock Debt Strategies Fund (DSU) in Q2 2025: 4,000 shares worth $41.8K. The stake represents 0.02% of the portfolio and ranks #268 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in DSU as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in DSU in Q1 2023 and has held it in 9 quarters since. The position peaked at $44.2K in Q1 2024. 90 funds tracked by Wall St. Rank hold DSU as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 4,000 shares of BlackRock Debt Strategies Fund worth $41.8K as of Q2 2025.
BlackRock Debt Strategies Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
BlackRock Debt Strategies Fund made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #268 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in BlackRock Debt Strategies Fund in Q1 2023 and has held it in 9 quarters since.
Oliver Lagore Vanvalin Investment Group's BlackRock Debt Strategies Fund position peaked at $44.2K in Q1 2024.
90 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.