Baird Aggregate Bond-InstBAGIX
13F holders, Q4 2025 (December 31)3holders +2
1new positions
0sold out
$5.71avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Baird Aggregate Bond-Inst (BAGIX) in their 13F filings, up 2 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Kohmann Bosshard Financial Services, LLC ($46K), Garton & Associates Financial Advisors LLC ($10K) and Transce3nd, LLC ($8K).
- Company
- Baird Aggregate Bond-Inst
- CUSIP
- 057071854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $46K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 9,468 shares bought, net +9,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 9,461 | $46K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 1,049 | $10K |
| Transce3nd, LLC | 0.06% | Add +0.9% | 758 | $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.