Mesirow Financial Investment Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$695K	Sell	31,087 -2,257	-7%	-$50.5K	0.01%	319
2026 Q1	$748K	Buy	33,344 +7,342	+28%	+$165K	0.01%	306
2025 Q4	$584K	Sell	26,002 -2,842	-10%	-$63.9K	0.01%	309
2025 Q3	$650K	Sell	28,844 -178	-0.6%	-$4K	0.01%	329
2025 Q2	$653K	Hold	29,022	–	–	0.01%	316
2025 Q1	$651K	Sell	29,022 -137	-0.5%	-$3.05K	0.01%	315
2024 Q4	$647K	Sell	29,159 -341	-1%	-$7.6K	0.01%	314
2024 Q3	$668K	Buy	29,500 +271	+0.9%	+$6.08K	0.01%	323
2024 Q2	$645K	Sell	29,229 -10,354	-26%	-$227K	0.01%	299
2024 Q1	$877K	Buy	39,583 +161	+0.4%	+$3.58K	0.02%	269
2023 Q4	$883K	Buy	+39,422	New	+$866K	0.03%	237

Other funds holding IBTH

HPC

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

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Mesirow Financial Investment Management reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 6.8% in Q2 2026, selling an estimated $50.5K and leaving 31,087 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #319.

Mesirow Financial Investment Management first reported a position in IBTH in Q4 2023 and has held it in 11 quarters since. The position peaked at $883K in Q4 2023. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Mesirow Financial Investment Management held 31,087 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $695K as of Q2 2026.
Mesirow Financial Investment Management sold 2,257 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $50.5K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #319 holding.
Mesirow Financial Investment Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $883K in Q4 2023.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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