Mesirow Financial Investment Management - Fixed Income Top Holdings and 13F Report (2024) About Mesirow Financial Investment Management - Fixed IncomeInvestment ActivityMesirow Financial Investment Management - Fixed Income has $100.28 million in total holdings as of September 30, 2024.Mesirow Financial Investment Management - Fixed Income owns shares of 13 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 0.58% of the portfolio was purchased this quarter.About 23.02% of the portfolio was sold this quarter.This quarter, Mesirow Financial Investment Management - Fixed Income has purchased 13 new stocks and bought additional shares in 2 stocks.Mesirow Financial Investment Management - Fixed Income sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $36,472,023iShares iBoxx $ High Yield Corporate Bond ETF $15,096,400SPDR Bloomberg High Yield Bond ETF $13,886,180Vanguard FTSE Developed Markets ETF $8,451,501Vanguard Russell 1000 Value $7,627,612 Largest Purchases this Quarter Vanguard Mid-Cap ETF 1,533 shares (about $404.45K)Vanguard Small-Cap ETF 730 shares (about $173.16K) Largest Sales this Quarter iShares iBoxx $ High Yield Corporate Bond ETF 190,000 shares (about $15.26M)SPDR Bloomberg High Yield Bond ETF 70,000 shares (about $6.85M)Vanguard S&P 500 ETF 1,480 shares (about $780.95K)Vanguard Russell 1000 Value 2,444 shares (about $203.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMesirow Financial Investment Management - Fixed Income Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$36,472,023$780,952 ▼-2.1%69,11936.4%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$15,096,400$15,257,000 ▼-50.3%188,00015.1%ETFJNKSPDR Bloomberg High Yield Bond ETF$13,886,180$6,845,300 ▼-33.0%142,00013.8%FinanceVEAVanguard FTSE Developed Markets ETF$8,451,5010.0%160,0368.4%ETFVONVVanguard Russell 1000 Value$7,627,612$203,659 ▼-2.6%91,5357.6%ETFVOVanguard Mid-Cap ETF$5,281,349$404,451 ▲8.3%20,0185.3%ETFIVOOVanguard S&P Mid-Cap 400 ETF$3,710,7820.0%35,1303.7%ETFGREENFIRE RES LTD NEW$3,007,4910.0%403,6903.0%COM SHSVWOVanguard FTSE Emerging Markets ETF$2,890,8100.0%60,4142.9%ETFVBVanguard Small-Cap ETF$2,544,077$173,163 ▲7.3%10,7252.5%ETFVNQVanguard Real Estate ETF$541,6550.0%5,5600.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$442,5550.0%8,4040.4%ManufacturingSHYiShares 1-3 Year Treasury Bond ETF$325,4490.0%3,9140.3%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
