Vault-13

BAIRD CORE PLUS BOND INST BCOIX

BOND FUNDS · Open-End Fund · CUSIP 057071870

2 institutional holders -1 vs Q4 2024
22,94322.9k shares reported held*
$233.3kreported value*
1 new 0 added 0 reduced 2 sold out net bought ≈ $90.8k (+8.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.17.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0123Q4 22: 1Q1 23: 1Q2 23: 1Q3 23: 2Q4 23: 2Q1 24: 2Q2 24: 3Q3 24: 3Q4 24: 3Q1 25: 22Q4 22Q2 23Q4 23Q2 24Q4 24Q1 25
Numbers
QuarterHolders
Q4 20221
Q1 20231
Q2 20231
Q3 20232
Q4 20232
Q1 20242
Q2 20243
Q3 20243
Q4 20243
Q1 20252

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q2 23: 0 bought or addedQ2 23: 0 cut or sold outQ3 23: 2 bought or addedQ3 23: 1 cut or sold outQ3 23Q4 23: 1 bought or addedQ4 23: 2 cut or sold outQ1 24: 1 bought or addedQ1 24: 0 cut or sold outQ1 24Q2 24: 2 bought or addedQ2 24: 0 cut or sold outQ3 24: 3 bought or addedQ3 24: 1 cut or sold outQ3 24Q4 24: 1 bought or addedQ4 24: 1 cut or sold outQ1 25: 1 bought or addedQ1 25: 2 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202300
Q3 202321
Q4 202312
Q1 202410
Q2 202420
Q3 202431
Q4 202411
Q1 202512

Biggest buyers

RiverFront Investment Group, LLC New +11,569+11.6k

Biggest sellers

TUCKER ASSET MANAGEMENT LLC Sold out -1,934-1.9k
Anderson Financial Strategies, LLC Sold out -711-711

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RiverFront Investment Group, LLC 0.00% of their portfolio RICHMOND, VA 11,56911.6k $117.7k $117.7k 0.00% New
2 Mengis Capital Management, Inc. 0.02% of their portfolio PORTLAND, OR 11,37411.4k $115.7k $115.7k 0.02% Unchanged