Shaker Financial Services’s Insight Select Income Fund INSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20,585	Closed	-$357K	–	186
2024 Q4	$357K	Sell	20,585 -34,506	-63%	-$599K	0.14%	143
2024 Q3	$972K	Sell	55,091 -2,217	-4%	-$37.3K	0.37%	82
2024 Q2	$935K	Buy	+57,308	New	+$923K	0.38%	76
2021 Q3	–	Sell	-11,000	Closed	-$238K	–	168
2021 Q2	$238K	Buy	+11,000	New	+$226K	0.09%	141
2020 Q1	–	Sell	-32,831	Closed	-$658K	–	188
2019 Q4	$658K	Buy	+32,831	New	+$663K	0.3%	80

Shaker Financial Services's INSI Position: Q1 2025 in Review

Shaker Financial Services sold out of Insight Select Income Fund (INSI) in Q1 2025, closing a stake of 20,585 shares — an estimated $357K sold.

Shaker Financial Services first reported a position in INSI in Q4 2019 and held it in 5 quarters. The position peaked at $972K in Q3 2024. 0 funds tracked by Wall St. Rank hold INSI as of Q1 2025.

Shaker Financial Services reported no remaining Insight Select Income Fund position as of Q1 2025 after selling out during the quarter.
Shaker Financial Services sold 20,585 Insight Select Income Fund shares in Q1 2025, an estimated $357K.
Shaker Financial Services first reported a position in Insight Select Income Fund in Q4 2019 and held it in 5 quarters.
Shaker Financial Services's Insight Select Income Fund position peaked at $972K in Q3 2024.
0 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2025.

Based on Shaker Financial Services's 13F filing for Q1 2025, filed 9 May 2025.