Baird Financial Group
INSI

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

Baird Financial Group’s Portfolio INSI Stock Details INSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23,000
Closed -$399K – 1850
2024
Q4 		$399K Buy
23,000
+2,500
+12% +$43.4K ﹤0.01% 1456
2024
Q3 		$362K Sell
20,500
-50
-0.2% -$840 ﹤0.01% 1486
2024
Q2 		$335K Buy
20,550
+1,000
+5% +$16.1K ﹤0.01% 1522
2024
Q1 		$322K Buy
19,550
+7,050
+56% +$112K ﹤0.01% 1529
2023
Q4 		$200K Buy
+12,500
New +$189K ﹤0.01% 1644

Baird Financial Group's INSI Position: Q1 2025 in Review

Baird Financial Group sold out of Insight Select Income Fund (INSI) in Q1 2025, closing a stake of 23,000 shares — an estimated $399K sold.

Baird Financial Group first reported a position in INSI in Q4 2023 and held it in 5 quarters. The position peaked at $399K in Q4 2024. 0 funds tracked by Wall St. Rank hold INSI as of Q1 2025.

  • Baird Financial Group reported no remaining Insight Select Income Fund position as of Q1 2025 after selling out during the quarter.
  • Baird Financial Group sold 23,000 Insight Select Income Fund shares in Q1 2025, an estimated $399K.
  • Baird Financial Group first reported a position in Insight Select Income Fund in Q4 2023 and held it in 5 quarters.
  • Baird Financial Group's Insight Select Income Fund position peaked at $399K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2025.

Based on Baird Financial Group's 13F filing for Q1 2025, filed 15 May 2025.