Shaker Financial Services, LLC
Position in BGH — Barings Global Short Duration High Yield Fund
CIK 1511794
Arlington, VA
Position in BGH
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,022,384
+$2,515,212 QoQ
Shares Held
221,258
+554.8% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#5
of 52 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 99.7826067306041.ToString("F0")%
Shared 0.ToString("F0")%
None 0.21739326939590886.ToString("F0")%
Common Shares in BGH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Shaker Financial Services, LLC holds $279,636,077 across 140 Asset Management names. BGH ranks #29 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSQ |
Calamos Strategic Total Return Fund
|
612,583 | $10,487,420 | |
| 2 | JCE |
Nuveen Core Equity Alpha Fund
|
615,664 | $9,099,513 | |
| 3 | ASG |
Liberty All Star Growth Fund Inc.
|
1,833,807 | $8,710,583 | |
| 4 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
398,083 | $8,009,429 | |
| 5 | FFA |
First Trust Enhanced Equity Income Fund
|
334,855 | $6,831,042 | |
| 6 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
468,608 | $6,757,327 | |
| 7 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
407,322 | $6,545,664 | |
| 8 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
275,672 | $5,640,249 |
All Filings in BGH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,022,384 | 221,258 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $507,172 | 33,789 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 | $2,688,978 | 174,609 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,489,138 | 98,488 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $784,336 | 50,799 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,076,869 | 70,940 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,133,515 | 78,444 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,030,672 | 72,075 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,265,429 | 94,154 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $453,250 | 35,689 | Shares | Sole | 2023-11-02 | |
| 2023-03-31 | $1,344,696 | 104,240 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,119,098 | 88,257 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,036,792 | 166,677 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,938,256 | 225,846 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,866,878 | 249,476 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,043,982 | 233,217 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,091,833 | 180,809 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,842,060 | 166,397 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,049,186 | 127,437 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,853,233 | 122,812 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,613,971 | 121,169 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,301,321 | 103,526 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $426,279 | 38,300 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||