Shaker Financial Services, LLC

SEC CIK: 0001511794
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

CBH holding history

Virtus Convertible & Income 2024 Target Term Fund in every 13F filed by Shaker Financial Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CBH overview All 13F holders of CBH Full Q2 2026 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2021

Holdings of CBH by Shaker Financial Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−18,126−100.0%	Sold out	Holders
Q1 2024	18,126	$159.6K	0.1%	+18,126	New	Holders
Q3 2021	0	$0	0.0%	−15,400−100.0%	Sold out	Holders
Q2 2021	15,400	$161.0K	0.1%	+15,400	New	Holders