Global Retirement Partners, LLC
PensionPosition in HIX — Western Asset High Income Fund II Inc.
CIK 1749744
San Rafael, CA
Position in HIX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$52,592
-$7,482 QoQ
Shares Held
13,281
-8.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 74 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HIX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $52,209,770 across 225 Asset Management names. HIX ranks #131 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
44,901 | $5,283,500 | |
| 2 | BLK |
BlackRock, Inc.
|
5,488 | $5,277,041 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
103,935 | $2,464,298 | |
| 4 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
64,990 | $1,699,488 | |
| 5 | STT |
State Street Corp
|
9,882 | $1,675,987 | |
| 6 | APO |
Apollo Global Management, Inc.
|
12,053 | $1,425,990 | |
| 7 | ARCC |
Ares Capital Corp
|
75,075 | $1,391,139 | |
| 8 | OTF |
Blue Owl Technology Finance Corp.
|
121,264 | $1,255,082 |
All Filings in HIX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,592 | 13,281 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $60,074 | 14,441 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $21,880 | 5,030 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $20,857 | 4,862 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $19,319 | 4,589 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $19,798 | 4,390 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $18,465 | 4,245 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $18,358 | 4,107 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $19,929 | 4,018 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $17,353 | 3,891 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $18,226 | 3,735 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $17,952 | 3,694 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $32,006 | 6,613 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,940 | 2,968 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $14,075 | 2,855 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $17,036 | 2,830 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $19,625 | 2,741 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $19,095 | 2,667 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $33,049 | 4,603 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $31,395 | 4,550 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $31,056 | 4,514 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $15,692 | 2,452 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $14,861 | 2,397 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $11,688 | 2,333 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||