Mesirow Financial Investment Management - Fixed Income Top Holdings and 13F Report (2024) → 41 banks launch ‘crypto dollar’ (From Stansberry Research) (Ad) About Mesirow Financial Investment Management - Fixed IncomeInvestment ActivityMesirow Financial Investment Management - Fixed Income has $75.58 million in total holdings as of March 31, 2024.Mesirow Financial Investment Management - Fixed Income owns shares of 13 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 5.26% of the portfolio was purchased this quarter.About 1.21% of the portfolio was sold this quarter.This quarter, Mesirow Financial Investment Management - Fixed Income has purchased 12 new stocks and bought additional shares in 1 stock.Mesirow Financial Investment Management - Fixed Income sold shares of 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $36,125,086Vanguard FTSE Developed Markets ETF $8,029,006Vanguard Russell 1000 Value $7,646,482Vanguard Mid-Cap ETF $4,618,662iShares iBoxx $ High Yield Corporate Bond ETF $4,041,960 Largest New Holdings this Quarter SPDR Bloomberg High Yield Bond ETF $3,046,400 Holding Largest Purchases this Quarter SPDR Bloomberg High Yield Bond ETF 32,000 shares (about $3.05M)iShares iBoxx $ High Yield Corporate Bond ETF 12,000 shares (about $932.76K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,480 shares (about $711.44K)Vanguard Russell 1000 Value 2,615 shares (about $205.64K) 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$36,125,086$711,436 ▼-1.9%75,15147.8%ETFVEAVanguard FTSE Developed Markets ETF$8,029,0060.0%160,03610.6%ETFVONVVanguard Russell 1000 Value$7,646,482$205,644 ▼-2.6%97,23410.1%ETFVOVanguard Mid-Cap ETF$4,618,6620.0%18,4856.1%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$4,041,960$932,760 ▲30.0%52,0005.3%ETFIVOOVanguard S&P Mid-Cap 400 ETF$3,618,7410.0%35,1304.8%ETFJNKSPDR Bloomberg High Yield Bond ETF$3,046,400$3,046,400 ▲New Holding32,0004.0%FinanceVWOVanguard FTSE Emerging Markets ETF$2,523,4930.0%60,4143.3%ETFGREENFIRE RES LTD NEW$2,412,0480.0%403,6903.2%COM SHSVBVanguard Small-Cap ETF$2,284,7570.0%9,9953.0%ETFVNQVanguard Real Estate ETF$480,8290.0%5,5600.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$430,9570.0%8,4040.6%ManufacturingSHYiShares 1-3 Year Treasury Bond ETF$320,0870.0%3,9140.4%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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial 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.
