Baird Financial Group’s Insight Select Income Fund INSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-23,000
Closed -$399K 1850
2024
Q4
$399K Buy
23,000
+2,500
+12% +$43.3K ﹤0.01% 1456
2024
Q3
$362K Sell
20,500
-50
-0.2% -$882 ﹤0.01% 1486
2024
Q2
$335K Buy
20,550
+1,000
+5% +$16.3K ﹤0.01% 1522
2024
Q1
$322K Buy
19,550
+7,050
+56% +$116K ﹤0.01% 1529
2023
Q4
$200K Buy
+12,500
New +$200K ﹤0.01% 1644