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Mesirow Financial Investment Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Mesirow Financial Investment Management’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.06M Sell
264,827
-23,896
-8% -$547K 0.1% 135
2026
Q1 		$6.62M Buy
288,723
+152,282
+112% +$3.49M 0.11% 130
2025
Q4 		$3.12M Sell
136,441
-161,120
-54% -$3.69M 0.06% 157
2025
Q3 		$6.83M Sell
297,561
-2,022
-0.7% -$46.3K 0.12% 125
2025
Q2 		$6.87M Sell
299,583
-660
-0.2% -$15.1K 0.13% 125
2025
Q1 		$6.89M Buy
300,243
+577
+0.2% +$13.2K 0.13% 122
2024
Q4 		$6.84M Sell
299,666
-2,770
-0.9% -$63.2K 0.14% 119
2024
Q3 		$6.98M Sell
302,436
-3,717
-1% -$85.1K 0.14% 118
2024
Q2 		$6.94M Sell
306,153
-11,024
-3% -$249K 0.16% 114
2024
Q1 		$7.2M Buy
317,177
+19,331
+6% +$440K 0.16% 111
2023
Q4 		$6.81M Buy
+297,846
New +$6.72M 0.25% 82

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

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

Mesirow Financial Investment Management reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 8.3% in Q2 2026, selling an estimated $547K and leaving 264,827 shares worth $6.06M. The position accounts for 0.1% of the portfolio, ranked #135.

Mesirow Financial Investment Management first reported a position in IBTG in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.2M in Q1 2024. 111 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Mesirow Financial Investment Management held 264,827 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $6.06M as of Q2 2026.
  • Mesirow Financial Investment Management sold 23,896 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $547K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.1% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #135 holding.
  • Mesirow Financial Investment Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $7.2M in Q1 2024.
  • 111 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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