Mesirow Financial Investment Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.4M	Buy	882,856 +437,265	+98%	+$10.6M	0.35%	70
2025 Q4	$10.8M	Sell	445,591 -124,033	-22%	-$3.01M	0.22%	95
2025 Q3	$13.8M	Buy	569,624 +12,735	+2%	+$308K	0.25%	86
2025 Q2	$13.5M	Buy	556,889 +3,388	+0.6%	+$81.8K	0.26%	88
2025 Q1	$13.4M	Buy	553,501 +60,648	+12%	+$1.46M	0.26%	87
2024 Q4	$11.9M	Buy	492,853 +320,917	+187%	+$7.74M	0.24%	92
2024 Q3	$4.18M	Buy	171,936 +1,315	+0.8%	+$31.7K	0.08%	141
2024 Q2	$4.06M	Buy	170,621 +20,043	+13%	+$476K	0.09%	139
2024 Q1	$3.59M	Buy	150,578 +23,306	+18%	+$556K	0.08%	145
2023 Q4	$3.04M	Buy	+127,272	New	+$2.99M	0.11%	120

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Mesirow Financial Investment Management's IBDR Position: Q1 2026 in Review

Mesirow Financial Investment Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 98% in Q1 2026, buying an estimated $10.6M and bringing the position to 882,856 shares worth $21.4M. The position accounts for 0.35% of the portfolio, ranked #70.

Mesirow Financial Investment Management first reported a position in IBDR in Q4 2023 and has held it in 10 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Mesirow Financial Investment Management held 882,856 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $21.4M as of Q1 2026.
Mesirow Financial Investment Management bought 437,265 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $10.6M.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.35% of Mesirow Financial Investment Management's portfolio in Q1 2026, its #70 holding.
Mesirow Financial Investment Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.