Global Retirement Partners’s BlackRock Income Trust BKT Stock Holding History

Global Retirement Partners’s Portfolio BKT Stock Details BKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$7.35K	Hold	666	–	–	﹤0.01%	3285
2025 Q3	$7.49K	Hold	666	–	–	﹤0.01%	2814
2025 Q2	$7.83K	Buy	+666	New	+$7.69K	﹤0.01%	2717
2024 Q4	$7.67K	Hold	666	–	–	﹤0.01%	2491
2024 Q3	$8.28K	Hold	666	–	–	﹤0.01%	2365
2024 Q2	$7.95K	Hold	666	–	–	﹤0.01%	2412
2024 Q1	$7.92K	Hold	666	–	–	﹤0.01%	2216
2023 Q4	$8.13K	Hold	666	–	–	﹤0.01%	2142
2023 Q3	$7.42K	Buy	+666	New	+$7.89K	﹤0.01%	2071

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Global Retirement Partners's BKT Position: Q4 2025 in Review

Global Retirement Partners held its BlackRock Income Trust (BKT) position steady in Q4 2025 at 666 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #3285.

Global Retirement Partners first reported a position in BKT in Q3 2023 and has held it in 9 quarters since. The position peaked at $8.28K in Q3 2024. 72 funds tracked by Wall St. Rank hold BKT as of Q4 2025.

Global Retirement Partners held 666 shares of BlackRock Income Trust worth $7.35K as of Q4 2025.
Global Retirement Partners left its BlackRock Income Trust share count unchanged in Q4 2025.
BlackRock Income Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3285 holding.
Global Retirement Partners first reported a position in BlackRock Income Trust in Q3 2023 and has held it in 9 quarters since.
Global Retirement Partners's BlackRock Income Trust position peaked at $8.28K in Q3 2024.
72 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.