Shaker Financial Services, LLC
- SEC CIK
- 0001511794
- Latest filing
- Jul 15, 2026
JLS holding history
Nuveen Mortgage & Income 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.
JLS overviewAll 13F holders of JLSFull Q2 2026 holdings
- Shares (Q1 2022)
- 0
- Sold out in Q1 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2022 | 0 | $0 | 0.0% | −11,628−100.0% | Sold out | Holders |
| Q4 2021 | 11,628 | $244.0K | 0.1% | −396−3.3% | Reduced | Holders |
| Q3 2021 | 12,024 | $249.0K | 0.1% | −8,626−41.8% | Reduced | Holders |
| Q2 2021 | 20,650 | $431.0K | 0.2% | +20,650 | New | Holders |