Baird Aggregate Bond-InstBAGIX

13F holders, Q1 2024 (March 31)
3holders
$9.73avg. 13F price*

At the end of Q1 2024, 3 institutions reported holding Baird Aggregate Bond-Inst (BAGIX) in their 13F filings. The largest holders were RiverFront Investment Group, LLC ($140K), Encompass Wealth Advisors, LLC ($110K) and Tucker Asset Management LLC ($4K).

Company
Baird Aggregate Bond-Inst
CUSIP
057071854
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 3Q3 2024Q4 2024: 1Q4 2024Q3 2025: 1Q3 2025Q4 2025: 3Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions3$254K
Exits3$160K

Ownership 3 holders

RiverFront Investment Group, LLC 0.00% New 14,390 $140K
Encompass Wealth Advisors, LLC 0.03% New 11,337 $110K
Tucker Asset Management LLC 0.00% New 405 $4K

"% of holder's portfolio" is BAGIX's weight in each manager's 13F, not the share of Baird Aggregate Bond-Inst the manager owns.