MFIM
IBDP

Mesirow Financial Investment Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Mesirow Financial Investment Management’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-285,355
Closed -$7.19M – 628
2024
Q3 		$7.19M Sell
285,355
-15,066
-5% -$379K 0.14% 117
2024
Q2 		$7.55M Buy
300,421
+17,528
+6% +$439K 0.17% 112
2024
Q1 		$7.09M Buy
282,893
+62,247
+28% +$1.55M 0.16% 112
2023
Q4 		$5.5M Buy
+220,646
New +$5.47M 0.2% 92

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mesirow Financial Investment Management's IBDP Position: Q4 2024 in Review

Mesirow Financial Investment Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 285,355 shares — an estimated $7.19M sold.

Mesirow Financial Investment Management first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $7.55M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Mesirow Financial Investment Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 285,355 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $7.19M.
  • Mesirow Financial Investment Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • Mesirow Financial Investment Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $7.55M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Mesirow Financial Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.