MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income reported 14 stock positions worth $98.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 35.7% of the portfolio, followed by SS SPDR BB High Yield Bond (JNK, 23.5%) and Ishr Ibx Usd Hiyld CB ETF-Ui (HYG, 8.0%). Compared with Q3 2024, it opened 1 new position, added to 1 and reduced 6. The biggest buy was SS SPDR BB High Yield Bond (JNK, shares +70%) and the biggest sale Ishr Ibx Usd Hiyld CB ETF-Ui (HYG, shares −47%).
- Most Recent 13F
- Q4 2024
- Location
- CHICAGO, IL
- CIK
- 0000846788
- Portfolio Value
- $98.4M (Q4 2024)
- SEC Filing
- 0001947591-25-000003 ↗ filed Feb 13, 2025
Holdings Value
Holdings 14 stocks · $98.4M
| VOO Vanguard S&P 500 ETF | 35.67% | 65,142 | $35.1M | Reduce -5.8% |
| JNK SS SPDR BB High Yield Bond | 23.48% | 242,000 | $23.1M | Add +70.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 7.99% | 100,000 | $7.9M | Reduce -46.8% |
| VEA Vanguard Ftse Developed ETF | 7.78% | 160,036 | $7.7M | No change |
| VONV Vanguard Russell 1000 Value | 7.17% | 86,807 | $7.1M | Reduce -5.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.89% | 18,226 | $4.8M | Reduce -8.9% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 3.57% | 33,264 | $3.5M | Reduce -5.3% |
| GFR Greenfire Resources Ltd. | 2.90% | 403,690 | $2.9M | No change |
| VWO Vanguard Ftse Emerging Marke | 2.70% | 60,414 | $2.7M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 2.62% | 10,725 | $2.6M | No change |
| VNQ Vanguard Real Estate ETF | 0.46% | 5,082 | $453K | Reduce -8.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.44% | 8,404 | $434K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.33% | 3,914 | $321K | No change |
| GOOG Alphabet Inc. Class C | 0.00% | 5 | $952 | New |
Portfolio Sells Q3 2024 → Q4 2024
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -46.8% | 7.99% | −7.06 |
| VOO Vanguard S&P 500 ETF | Reduce -5.8% | 35.67% | −0.70 |
| VONV Vanguard Russell 1000 Value | Reduce -5.2% | 7.17% | −0.44 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -8.9% | 4.89% | −0.37 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Reduce -5.3% | 3.57% | −0.13 |
| VNQ Vanguard Real Estate ETF | Reduce -8.6% | 0.46% | −0.08 |