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Shaker Financial Services, LLC

SEC CIK
0001511794
Latest filing
Jul 15, 2026

JSD holding history

Nuveen Short Duration Credit Opportunities 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.

JSD overviewAll 13F holders of JSDFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of JSD by Shaker Financial Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−74,251−100.0%Sold outHolders
Q2 202374,251$865.8K0.4%−7,496−9.2%ReducedHolders
Q1 202381,747$968.0K0.4%−273−0.3%ReducedHolders
Q4 202282,020$972.8K0.5%−35,008−29.9%ReducedHolders
Q3 2022117,028$1.38M0.7%−6,224−5.0%ReducedHolders
Q2 2022123,252$1.48M0.7%−2,555−2.0%ReducedHolders
Q1 2022125,807$1.79M0.7%+17,765+16.4%AddedHolders
Q4 2021108,042$1.60M0.6%+67,953+169.5%AddedHolders
Q3 202140,089$605.0K0.2%−15,125−27.4%ReducedHolders
Q2 202155,214$828.0K0.3%+14,033+34.1%AddedHolders
Q1 202141,181$581.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.