Global Retirement Partners’s BlackRock Debt Strategies Fund DSU Stock Holding History

Global Retirement Partners’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
2025 Q4	$37.9K	Hold	3,724	–	–	﹤0.01%	2517
2025 Q3	$39.5K	Buy	3,724 +1,801	+94%	+$19K	﹤0.01%	2030
2025 Q2	$20.3K	Buy	+1,923	New	+$19.8K	﹤0.01%	2282
2024 Q4	$1.72K	Hold	160	–	–	﹤0.01%	3125
2024 Q3	$1.76K	Hold	160	–	–	﹤0.01%	2983
2024 Q2	$1.73K	Hold	160	–	–	﹤0.01%	3016
2024 Q1	$1.77K	Hold	160	–	–	﹤0.01%	2792
2023 Q4	$1.71K	Hold	160	–	–	﹤0.01%	2729
2023 Q3	$1.63K	Hold	160	–	–	﹤0.01%	2611
2023 Q2	$1.57K	Hold	160	–	–	﹤0.01%	2631
2023 Q1	$1.54K	Hold	160	–	–	﹤0.01%	2585
2022 Q4	$1.47K	Hold	160	–	–	﹤0.01%	2468
2022 Q3	$1K	Hold	160	–	–	﹤0.01%	2430
2022 Q2	$1K	Hold	160	–	–	﹤0.01%	2407
2022 Q1	$1K	Buy	+160	New	+$1.74K	﹤0.01%	2364
2021 Q4	–	Sell	-160	Closed	-$2K	–	603
2021 Q3	$2K	Hold	160	–	–	﹤0.01%	1809
2021 Q2	$2K	Hold	160	–	–	﹤0.01%	1721
2021 Q1	$2K	Hold	160	–	–	﹤0.01%	1635
2020 Q4	$2K	Buy	+160	New	+$1.61K	﹤0.01%	1594

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Global Retirement Partners held its BlackRock Debt Strategies Fund (DSU) position steady in Q4 2025 at 3,724 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2517.

Global Retirement Partners first reported a position in DSU in Q4 2020 and has held it in 19 quarters since. The position peaked at $39.5K in Q3 2025. 101 funds tracked by Wall St. Rank hold DSU as of Q4 2025.

Global Retirement Partners held 3,724 shares of BlackRock Debt Strategies Fund worth $37.9K as of Q4 2025.
Global Retirement Partners left its BlackRock Debt Strategies Fund share count unchanged in Q4 2025.
BlackRock Debt Strategies Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2517 holding.
Global Retirement Partners first reported a position in BlackRock Debt Strategies Fund in Q4 2020 and has held it in 19 quarters since.
Global Retirement Partners's BlackRock Debt Strategies Fund position peaked at $39.5K in Q3 2025.
101 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2025.

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