Mesirow Financial Investment Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18M	Buy	742,094 +2,688	+0.4%	+$65K	0.28%	82
2026 Q1	$17.9M	Buy	739,406 +350,719	+90%	+$8.51M	0.29%	82
2025 Q4	$9.44M	Sell	388,687 -64,429	-14%	-$1.57M	0.19%	98
2025 Q3	$11M	Buy	453,116 +9,650	+2%	+$234K	0.2%	104
2025 Q2	$10.8M	Buy	443,466 +5,292	+1%	+$128K	0.21%	102
2025 Q1	$10.6M	Buy	438,174 +60,133	+16%	+$1.45M	0.21%	103
2024 Q4	$9.06M	Buy	378,041 +260,039	+220%	+$6.26M	0.18%	110
2024 Q3	$2.88M	Buy	118,002 +8,063	+7%	+$194K	0.06%	169
2024 Q2	$2.61M	Buy	109,939 +26,318	+31%	+$622K	0.06%	164
2024 Q1	$1.99M	Buy	83,621 +21,714	+35%	+$517K	0.05%	189
2023 Q4	$1.48M	Buy	+61,907	New	+$1.44M	0.05%	185

Other funds holding IBDS

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Mesirow Financial Investment Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.36% in Q2 2026, buying an estimated $65K and bringing the position to 742,094 shares worth $18M. The position accounts for 0.28% of the portfolio, ranked #82.

Mesirow Financial Investment Management first reported a position in IBDS in Q4 2023 and has held it in 11 quarters since. 417 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Mesirow Financial Investment Management held 742,094 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $18M as of Q2 2026.
Mesirow Financial Investment Management bought 2,688 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $65K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.28% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #82 holding.
Mesirow Financial Investment Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
417 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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