Baird Core Plus Bond-InstBCOIX

13F holders, Q1 2025 (March 31)
2holders −1
1new positions
2sold out
$10.17avg. 13F price*

At the end of Q1 2025, 2 institutions reported holding Baird Core Plus Bond-Inst (BCOIX) in their 13F filings, down 1 from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were RiverFront Investment Group, LLC ($118K) and Mengis Capital Management, Inc. ($116K).

Company
Baird Core Plus Bond-Inst
CUSIP
057071870
Latest filing quarter
Q3 2025

History

Number of 13F holders

0123 Q1 2024: 2Q1 2024Q2 2024: 3Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 2Q1 2025Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$118K
Exits2$26K

All 13F filers, Q4 2024 → Q1 2025: 11,569 shares bought and 2,645 shares sold, net +8,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

RiverFront Investment Group, LLC 0.00% New 11,569 $118K
Mengis Capital Management, Inc. 0.02% No change 11,374 $116K

"% 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.