Mesirow Financial Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mesirow Financial Investment Management’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$305K	Buy	3,978 +2	+0.1%	+$154	﹤0.01%	443
2026 Q1	$307K	Buy	3,976 +122	+3%	+$9.5K	0.01%	424
2025 Q4	$300K	Buy	3,854 +487	+14%	+$38.1K	0.01%	404
2025 Q3	$263K	Hold	3,367	–	–	﹤0.01%	480
2025 Q2	$260K	Hold	3,367	–	–	0.01%	467
2025 Q1	$258K	Hold	3,367	–	–	0.01%	486
2024 Q4	$252K	Hold	3,367	–	–	0.01%	503
2024 Q3	$264K	Hold	3,367	–	–	0.01%	482
2024 Q2	$252K	Buy	+3,367	New	+$250K	0.01%	439

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mesirow Financial Investment Management's BIV Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.05% in Q2 2026, buying an estimated $154 and bringing the position to 3,978 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Mesirow Financial Investment Management first reported a position in BIV in Q2 2024 and has held it in 9 quarters since. The position peaked at $307K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Mesirow Financial Investment Management held 3,978 shares of Vanguard Intermediate-Term Bond ETF worth $305K as of Q2 2026.
Mesirow Financial Investment Management bought 2 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $154.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #443 holding.
Mesirow Financial Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
Mesirow Financial Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $307K in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.