Baird Core Plus Bond-InstBCOIX
13F holders, Q2 2024 (June 30)3holders +1
1new positions
0sold out
$9.95avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Baird Core Plus Bond-Inst (BCOIX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($584K), Mengis Capital Management, Inc. ($114K) and Tucker Asset Management LLC ($19K).
- Company
- Baird Core Plus Bond-Inst
- CUSIP
- 057071870
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $584K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 58,775 shares bought, net +58,775 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| ORG Partners LLC | 0.07% | New | 58,757 | $584K |
| Mengis Capital Management, Inc. | 0.02% | No change | 11,373 | $114K |
| Tucker Asset Management LLC | 0.00% | Add +1.0% | 1,892 | $19K |
"% of holder's portfolio" is BCOIX's weight in each manager's 13F, not the share of Baird Core Plus Bond-Inst the manager owns.