Spire Wealth Management
DSU icon

Spire Wealth Management’s BlackRock Debt Strategies Fund DSU Stock Holding History

Spire 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
Q2 		– Sell
-1,758
Closed -$16.9K – 2268
2026
Q1 		$16.9K Buy
+1,758
New +$17.6K ﹤0.01% 1474
2025
Q2 		– Sell
-1,758
Closed -$18.4K – 2423
2025
Q1 		$18.4K Buy
+1,758
New +$18.8K ﹤0.01% 1634
2024
Q4 		– Sell
-1,758
Closed -$19.4K – 2459
2024
Q3 		$19.4K Buy
+1,758
New +$19.2K ﹤0.01% 1451
2024
Q2 		– Sell
-3,041
Closed -$33.6K – 2248
2024
Q1 		$33.6K Buy
3,041
+1,758
+137% +$19.4K ﹤0.01% 1349
2023
Q4 		$13.6K Sell
1,283
-1,755
-58% -$18.1K ﹤0.01% 1655
2023
Q3 		$31.2K Buy
3,038
+10
+0.3% +$101 ﹤0.01% 1345
2023
Q2 		$29.6K Buy
3,028
+10
+0.3% +$96 ﹤0.01% 1417
2023
Q1 		$28.7K Buy
3,018
+912
+43% +$8.79K ﹤0.01% 1451
2022
Q4 		$19K Buy
2,106
+8
+0.4% +$74 ﹤0.01% 1383
2022
Q3 		$19K Sell
2,098
-1,737
-45% -$16.5K ﹤0.01% 1346
2022
Q2 		$35K Sell
3,835
-3,823
-50% -$37.2K ﹤0.01% 1439
2022
Q1 		$80K Buy
7,658
+11
+0.1% +$119 ﹤0.01% 1253
2021
Q4 		$89K Buy
7,647
+10
+0.1% +$117 ﹤0.01% 1446
2021
Q3 		$88K Buy
7,637
+3,526
+86% +$40.1K ﹤0.01% 1240
2021
Q2 		$47K Buy
4,111
+3
+0.1% +$34 ﹤0.01% 1505
2021
Q1 		$45K Buy
+4,108
New +$44K ﹤0.01% 1770

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spire Wealth Management's DSU Position: Q2 2026 in Review

Spire Wealth Management sold out of BlackRock Debt Strategies Fund (DSU) in Q2 2026, closing a stake of 1,758 shares — an estimated $16.9K sold.

Spire Wealth Management first reported a position in DSU in Q1 2021 and held it in 16 quarters. The position peaked at $89K in Q4 2021. 101 funds tracked by Wall St. Rank hold DSU as of Q2 2026.

  • Spire Wealth Management reported no remaining BlackRock Debt Strategies Fund position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 1,758 BlackRock Debt Strategies Fund shares in Q2 2026, an estimated $16.9K.
  • Spire Wealth Management first reported a position in BlackRock Debt Strategies Fund in Q1 2021 and held it in 16 quarters.
  • Spire Wealth Management's BlackRock Debt Strategies Fund position peaked at $89K in Q4 2021.
  • 101 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.