Baird Core Plus Bond-InstBCOIX
13F holders, Q4 2024 (December 31)3holders
0new positions
1sold out
$10.01avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Baird Core Plus Bond-Inst (BCOIX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Mengis Capital Management, Inc. ($114K), Tucker Asset Management LLC ($19K) and Anderson Financial Strategies, LLC ($7K).
- Company
- Baird Core Plus Bond-Inst
- CUSIP
- 057071870
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $9K |
All 13F filers, Q3 2024 → Q4 2024: 23 shares bought and 864 shares sold, net −841 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Mengis Capital Management, Inc. | 0.02% | No change | 11,374 | $114K |
| Tucker Asset Management LLC | 0.00% | Add +1.2% | 1,934 | $19K |
| Anderson Financial Strategies, LLC | 0.00% | — | 711 | $7K |
"% 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.