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

Sugarloaf 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
2024 Q4	$10.3K	Hold	955	–	–	﹤0.01%	497
2024 Q3	$10.5K	Hold	955	–	–	﹤0.01%	496
2024 Q2	$10.4K	Hold	955	–	–	﹤0.01%	475
2024 Q1	$10.6K	Hold	955	–	–	﹤0.01%	480
2023 Q4	$10.3K	Hold	955	–	–	﹤0.01%	484
2023 Q3	$9.81K	Hold	955	–	–	﹤0.01%	469
2023 Q2	$9.35K	Hold	955	–	–	﹤0.01%	481
2023 Q1	$9.08K	Hold	955	–	–	﹤0.01%	487
2022 Q4	$8.79K	Hold	955	–	–	﹤0.01%	510
2022 Q3	$9K	Hold	955	–	–	﹤0.01%	536
2022 Q2	$9K	Hold	955	–	–	﹤0.01%	536
2022 Q1	$10K	Hold	955	–	–	﹤0.01%	491
2021 Q4	$11K	Hold	955	–	–	﹤0.01%	498
2021 Q3	$11K	Hold	955	–	–	﹤0.01%	504
2021 Q2	$11K	Hold	955	–	–	﹤0.01%	482
2021 Q1	$11	Hold	955	–	–	﹤0.01%	486
2020 Q4	$10K	Hold	955	–	–	﹤0.01%	474
2020 Q3	$9K	Hold	955	–	–	﹤0.01%	463
2020 Q2	$9K	Hold	955	–	–	﹤0.01%	456
2020 Q1	$8K	Hold	955	–	–	﹤0.01%	459
2019 Q4	$11K	Buy	+955	New	+$10.4K	﹤0.01%	455

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

AAM

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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sugarloaf Wealth Management's DSU Position: Q4 2024 in Review

Sugarloaf Wealth Management held its BlackRock Debt Strategies Fund (DSU) position steady in Q4 2024 at 955 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Sugarloaf Wealth Management first reported a position in DSU in Q4 2019 and has held it in 21 quarters since. The position peaked at $11K in Q4 2021. 90 funds tracked by Wall St. Rank hold DSU as of Q4 2024.

Sugarloaf Wealth Management held 955 shares of BlackRock Debt Strategies Fund worth $10.3K as of Q4 2024.
Sugarloaf Wealth Management left its BlackRock Debt Strategies Fund share count unchanged in Q4 2024.
BlackRock Debt Strategies Fund made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #497 holding.
Sugarloaf Wealth Management first reported a position in BlackRock Debt Strategies Fund in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's BlackRock Debt Strategies Fund position peaked at $11K in Q4 2021.
90 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.