Baird Ultra Short Bond-InstBUBIX

13F holders, Q2 2025 (June 30)
2holders +1
1new positions
0sold out
$10.12avg. 13F price*

At the end of Q2 2025, 2 institutions reported holding Baird Ultra Short Bond-Inst (BUBIX) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Everett Harris & Co. ($4.0M) and Spirit of America Management Corp. ($328K).

Company
Baird Ultra Short Bond-Inst
Filed as
BAIRD FDS INC ULTR SHT INSTL (Q2 2025)
CUSIP
057071722
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$4.0M
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 396,528 shares bought and 634 shares sold, net +395,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Everett Harris & Co. 0.05% New 396,528 $4.0M
Spirit of America Management Corp. 0.07% Reduce -1.9% 32,357 $328K

"% of holder's portfolio" is BUBIX's weight in each manager's 13F, not the share of Baird Ultra Short Bond-Inst the manager owns.