Whipplewood Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

Whipplewood 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
2026 Q2	$960K	Sell	98,931 -3,773	-4%	-$37K	0.65%	42
2026 Q1	$985K	Buy	102,704 +2,457	+2%	+$24.5K	0.51%	49
2025 Q4	$1.02M	Buy	100,247 +3,498	+4%	+$36K	0.66%	48
2025 Q3	$1.03M	Buy	96,749 +879	+0.9%	+$9.29K	0.68%	45
2025 Q2	$1.01M	Buy	95,870 +95,841	+330,486%	+$987K	0.56%	42
2025 Q1	$1.71M	Sell	29 -159,196	-100%	-$1.7M	1.01%	25
2024 Q4	$1.71M	Buy	+159,225	New	+$1.73M	0.97%	25

Other funds holding DSU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Whipplewood Advisors's DSU Position: Q2 2026 in Review

Whipplewood Advisors reduced its BlackRock Debt Strategies Fund (DSU) stake by 3.7% in Q2 2026, selling an estimated $37K and leaving 98,931 shares worth $960K. The position accounts for 0.65% of the portfolio, ranked #42.

Whipplewood Advisors first reported a position in DSU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q4 2024. 102 funds tracked by Wall St. Rank hold DSU as of Q2 2026.

Whipplewood Advisors held 98,931 shares of BlackRock Debt Strategies Fund worth $960K as of Q2 2026.
Whipplewood Advisors sold 3,773 BlackRock Debt Strategies Fund shares in Q2 2026, an estimated $37K.
BlackRock Debt Strategies Fund made up 0.65% of Whipplewood Advisors's portfolio in Q2 2026, its #42 holding.
Whipplewood Advisors first reported a position in BlackRock Debt Strategies Fund in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's BlackRock Debt Strategies Fund position peaked at $1.71M in Q4 2024.
102 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.