Steel Grove Capital Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

Steel Grove Capital Advisors’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	-5,752	Closed	-$61.9K	–	174
2024 Q4	$61.9K	Buy	+5,752	New	+$62.6K	0.01%	184
2016 Q4	–	Sell	-7,712	Closed	-$84K	–	251
2016 Q3	$84K	Sell	7,712 -925	-11%	-$10.1K	0.02%	196
2016 Q2	$91K	Hold	8,637	–	–	0.02%	188
2016 Q1	$90K	Hold	8,637	–	–	0.02%	183
2015 Q4	$88K	Hold	8,637	–	–	0.02%	191
2015 Q3	$87K	Sell	8,637 -4,420	-34%	-$46.6K	0.02%	183
2015 Q2	$142K	Sell	13,057 -8,264	-39%	-$92.7K	0.03%	174
2015 Q1	$239K	Buy	+21,321	New	+$238K	0.05%	130
2014 Q3	$474K	Hold	41,393	–	–	0.11%	88
2014 Q2	$509K	Sell	41,393 -685	-2%	-$8.42K	0.12%	78
2014 Q1	$518K	Hold	42,078	–	–	0.13%	88
2013 Q4	$507K	Buy	42,078 +20,398	+94%	+$246K	0.13%	90
2013 Q3	$261K	Hold	21,680	–	–	0.07%	106
2013 Q2	$276K	Buy	+21,680	New	+$287K	0.09%	103

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

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 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 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

Steel Grove Capital Advisors's DSU Position: Q1 2025 in Review

Steel Grove Capital Advisors sold out of BlackRock Debt Strategies Fund (DSU) in Q1 2025, closing a stake of 5,752 shares — an estimated $61.9K sold.

Steel Grove Capital Advisors first reported a position in DSU in Q2 2013 and held it in 14 quarters. The position peaked at $518K in Q1 2014. 86 funds tracked by Wall St. Rank hold DSU as of Q1 2025.

Steel Grove Capital Advisors reported no remaining BlackRock Debt Strategies Fund position as of Q1 2025 after selling out during the quarter.
Steel Grove Capital Advisors sold 5,752 BlackRock Debt Strategies Fund shares in Q1 2025, an estimated $61.9K.
Steel Grove Capital Advisors first reported a position in BlackRock Debt Strategies Fund in Q2 2013 and held it in 14 quarters.
Steel Grove Capital Advisors's BlackRock Debt Strategies Fund position peaked at $518K in Q1 2014.
86 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2025.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.