Virtus Investment Advisers’s BlackRock Debt Strategies Fund DSU Stock Holding History

Virtus Investment Advisers’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	$494K	Sell	51,502 -5,917	-10%	-$59.1K	0.14%	217
2025 Q4	$585K	Sell	57,419 -20,813	-27%	-$214K	0.16%	225
2025 Q3	$831K	Buy	78,232 +5,536	+8%	+$58.5K	0.24%	154
2025 Q2	$768K	Sell	72,696 -21,155	-23%	-$218K	0.26%	164
2025 Q1	$980K	Buy	+93,851	New	+$1M	0.27%	159

Other funds holding DSU

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

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

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

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 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

Virtus Investment Advisers's DSU Position: Q1 2026 in Review

Virtus Investment Advisers reduced its BlackRock Debt Strategies Fund (DSU) stake by 10% in Q1 2026, selling an estimated $59.1K and leaving 51,502 shares worth $494K. The position accounts for 0.14% of the portfolio, ranked #217.

Virtus Investment Advisers first reported a position in DSU in Q1 2025 and has held it in 5 quarters since. The position peaked at $980K in Q1 2025. 90 funds tracked by Wall St. Rank hold DSU as of Q1 2026.

Virtus Investment Advisers held 51,502 shares of BlackRock Debt Strategies Fund worth $494K as of Q1 2026.
Virtus Investment Advisers sold 5,917 BlackRock Debt Strategies Fund shares in Q1 2026, an estimated $59.1K.
BlackRock Debt Strategies Fund made up 0.14% of Virtus Investment Advisers's portfolio in Q1 2026, its #217 holding.
Virtus Investment Advisers first reported a position in BlackRock Debt Strategies Fund in Q1 2025 and has held it in 5 quarters since.
Virtus Investment Advisers's BlackRock Debt Strategies Fund position peaked at $980K in Q1 2025.
90 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.