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Mesirow Financial Investment Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Mesirow Financial Investment Management’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.9M Buy
599,061
+144,702
+32% +$3.35M 0.22% 98
2026
Q1 		$10.6M Buy
454,359
+237,785
+110% +$5.56M 0.17% 116
2025
Q4 		$5.07M Buy
216,574
+169,991
+365% +$3.98M 0.1% 128
2025
Q3 		$1.09M Buy
46,583
+27,846
+149% +$650K 0.02% 255
2025
Q2 		$437K Buy
+18,737
New +$432K 0.01% 384

Other funds holding IBDU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Mesirow Financial Investment Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 32% in Q2 2026, buying an estimated $3.35M and bringing the position to 599,061 shares worth $13.9M. The position accounts for 0.22% of the portfolio, ranked #98.

Mesirow Financial Investment Management first reported a position in IBDU in Q2 2025 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Mesirow Financial Investment Management held 599,061 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $13.9M as of Q2 2026.
  • Mesirow Financial Investment Management bought 144,702 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $3.35M.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.22% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #98 holding.
  • Mesirow Financial Investment Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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