Baird Aggregate Bond-InstBAGIX
13F holders, Q2 2024 (June 30)3holders
1new positions
1sold out
$9.66avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Baird Aggregate Bond-Inst (BAGIX) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were RiverFront Investment Group, LLC ($130K), Encompass Wealth Advisors, LLC ($110K) and Financial Gravity Asset Management, Inc. ($22K).
- Company
- Baird Aggregate Bond-Inst
- CUSIP
- 057071854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $22K |
| Exits | 1 | $4K |
All 13F filers, Q1 2024 → Q2 2024: 2,320 shares bought and 1,370 shares sold, net +950 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| RiverFront Investment Group, LLC | 0.00% | Reduce -6.7% | 13,425 | $130K |
| Encompass Wealth Advisors, LLC | 0.03% | No change | 11,337 | $110K |
| Financial Gravity Asset Management, Inc. | 0.01% | New | 2,320 | $22K |
"% of holder's portfolio" is BAGIX's weight in each manager's 13F, not the share of Baird Aggregate Bond-Inst the manager owns.