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Cape Investment Advisory, Inc. → DSU

Cape Investment Advisory, Inc. DSU Position History

BlackRock Debt Strategies Fund, Inc. • Financial Services

Quarters held
4
Latest value
$30K
Q3 2026
Peak value
$147K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$137K
Q1 2026$135K
Q2 2026$147K
Q3 2026$30K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$30K3.3K——
Q2 2026$147K15.1K——
Q1 2026$135K14.1K——
Q4 2025$137K13.4K——

Other funds holding DSU

Other Cape Investment Advisory, Inc. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$47.4M
SCHW-PJ

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$45.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$40.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$39.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$20.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$20M
SCHW-PJ

SCHWAB STRATEGIC TR

$18.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$17.6M