Shaker Financial Services’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Shaker Financial Services’s Portfolio GDO Stock Details GDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$743K	Sell	69,235 -50,808	-42%	-$553K	0.23%	98
2026 Q1	$1.29M	Buy	120,043 +25,107	+26%	+$285K	0.45%	78
2025 Q4	$1.12M	Buy	94,936 +61,145	+181%	+$717K	0.36%	94
2025 Q3	$407K	Buy	33,791 +918	+3%	+$10.9K	0.14%	121
2025 Q2	$393K	Sell	32,873 -14,623	-31%	-$166K	0.14%	117
2025 Q1	$556K	Sell	47,496 -3,001	-6%	-$34.1K	0.22%	112
2024 Q4	$572K	Buy	+50,497	New	+$598K	0.22%	122
2022 Q1	–	Sell	-27,667	Closed	-$484K	–	164
2021 Q4	$484K	Sell	27,667 -37,875	-58%	-$670K	0.17%	119
2021 Q3	$1.18M	Buy	65,542 +15,588	+31%	+$286K	0.47%	66
2021 Q2	$929K	Sell	49,954 -31,080	-38%	-$561K	0.34%	93
2021 Q1	$1.43M	Buy	81,034 +54,821	+209%	+$975K	0.57%	66
2020 Q4	$474K	Buy	26,213 +13,007	+98%	+$227K	0.2%	122
2020 Q3	$219K	Buy	+13,206	New	+$226K	0.12%	141
2019 Q4	–	Sell	-24,855	Closed	-$433K	–	156
2019 Q3	$433K	Sell	24,855 -50,604	-67%	-$872K	0.22%	102
2019 Q2	$1.29M	Buy	+75,459	New	+$1.27M	0.67%	46
2018 Q4	–	Sell	-32,127	Closed	-$520K	–	133
2018 Q3	$520K	Buy	+32,127	New	+$528K	0.25%	89
2018 Q2	–	Sell	-14,964	Closed	-$250K	–	120
2018 Q1	$250K	Buy	+14,964	New	+$258K	0.12%	99
2017 Q3	–	Sell	-35,422	Closed	-$631K	–	110
2017 Q2	$631K	Sell	35,422 -20,904	-37%	-$372K	0.35%	67
2017 Q1	$981K	Buy	56,326 +8,580	+18%	+$149K	0.56%	58
2016 Q4	$817K	Buy	47,746 +37,703	+375%	+$645K	0.48%	63
2016 Q3	$178K	Buy	+10,043	New	+$177K	0.12%	105
2013 Q4	–	Sell	-35,451	Closed	-$631K	–	167
2013 Q3	$631K	Hold	35,451	–	–	0.47%	80
2013 Q2	$644K	Buy	+35,451	New	+$689K	0.47%	72

Other funds holding GDO

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Shaker Financial Services's GDO Position: Q2 2026 in Review

Shaker Financial Services reduced its Western Asset Global Corporate Defined Opportunity Fund (GDO) stake by 42% in Q2 2026, selling an estimated $553K and leaving 69,235 shares worth $743K. The position accounts for 0.23% of the portfolio, ranked #98.

Shaker Financial Services first reported a position in GDO in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.43M in Q1 2021. 7 funds tracked by Wall St. Rank hold GDO as of Q2 2026.

Shaker Financial Services held 69,235 shares of Western Asset Global Corporate Defined Opportunity Fund worth $743K as of Q2 2026.
Shaker Financial Services sold 50,808 Western Asset Global Corporate Defined Opportunity Fund shares in Q2 2026, an estimated $553K.
Western Asset Global Corporate Defined Opportunity Fund made up 0.23% of Shaker Financial Services's portfolio in Q2 2026, its #98 holding.
Shaker Financial Services first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q2 2013 and has held it in 23 quarters since.
Shaker Financial Services's Western Asset Global Corporate Defined Opportunity Fund position peaked at $1.43M in Q1 2021.
7 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.