Baird Aggregate Bond-InstBAGIX
13F holders, Q3 2024 (September 30)3holders
1new positions
0sold out
$10.07avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding Baird Aggregate Bond-Inst (BAGIX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Encompass Wealth Advisors, LLC ($114K), RiverFront Investment Group, LLC ($102K) and Tucker Asset Management LLC ($8K).
- Company
- Baird Aggregate Bond-Inst
- CUSIP
- 057071854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $8K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 838 shares bought and 3,315 shares sold, net −2,477 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Encompass Wealth Advisors, LLC | 0.03% | No change | 11,337 | $114K |
| RiverFront Investment Group, LLC | 0.00% | Reduce -24.7% | 10,110 | $102K |
| Tucker Asset Management LLC | 0.00% | New | 838 | $8K |
"% of holder's portfolio" is BAGIX's weight in each manager's 13F, not the share of Baird Aggregate Bond-Inst the manager owns.