MFIM
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return