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

Wealth Management Solutions’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
2023 Q3	$753K	Sell	73,315 -870	-1%	-$8.76K	0.52%	22
2023 Q2	$726K	Sell	74,185 -10,333	-12%	-$98.7K	0.47%	23
2023 Q1	$804K	Buy	84,518 +10,918	+15%	+$105K	0.46%	25
2022 Q4	$677K	Buy	73,600 +2,116	+3%	+$19.7K	0.36%	37
2022 Q3	$638K	Buy	71,484 +894	+1%	+$8.49K	0.37%	31
2022 Q2	$645K	Buy	70,590 +186	+0.3%	+$1.81K	0.36%	34
2022 Q1	$734K	Sell	70,404 -5,864	-8%	-$63.6K	0.38%	41
2021 Q4	$892K	Buy	+76,268	New	+$890K	0.46%	38

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wealth Management Solutions's DSU Position: Q3 2023 in Review

Wealth Management Solutions reduced its BlackRock Debt Strategies Fund (DSU) stake by 1.2% in Q3 2023, selling an estimated $8.76K and leaving 73,315 shares worth $753K. The position accounts for 0.52% of the portfolio, ranked #22.

Wealth Management Solutions first reported a position in DSU in Q4 2021 and has held it in 8 quarters since. The position peaked at $892K in Q4 2021. 84 funds tracked by Wall St. Rank hold DSU as of Q3 2023.

Wealth Management Solutions held 73,315 shares of BlackRock Debt Strategies Fund worth $753K as of Q3 2023.
Wealth Management Solutions sold 870 BlackRock Debt Strategies Fund shares in Q3 2023, an estimated $8.76K.
BlackRock Debt Strategies Fund made up 0.52% of Wealth Management Solutions's portfolio in Q3 2023, its #22 holding.
Wealth Management Solutions first reported a position in BlackRock Debt Strategies Fund in Q4 2021 and has held it in 8 quarters since.
Wealth Management Solutions's BlackRock Debt Strategies Fund position peaked at $892K in Q4 2021.
84 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.