MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income

CHICAGO, IL · CIK 846788 · 13F filing filed 2025-02-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyChicago, IL

$98.4m reported value -1.9% vs Q3 2024

14positions

98.8%in top 10

1 new 1 added 6 reduced 0 sold out vs Q3 2024

Holdings, Q4 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	65,142	$35.1m35.67%	35.67%	Reduced -4.0k	-3,977 -5.8%
2	SPDR SER TR BLOOMBERG HIGH Y JNK	JNK	242,000	$23.1m23.48%	23.48%	Added +100.0k	+100,000 70.4%
3	ISHARES TR IBOXX HI YD ETF HYG	HYG	100,000	$7.9m7.99%	7.99%	Reduced -88.0k	-88,000 -46.8%
4	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	160,036	$7.7m7.78%	7.78%	Unchanged
5	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	86,807	$7.1m7.17%	7.17%	Reduced -4.7k	-4,728 -5.2%
6	VANGUARD INDEX FDS MID CAP ETF VO	VO	18,226	$4.8m4.89%	4.89%	Reduced -1.8k	-1,792 -8.9%
7	VANGUARD ADMIRAL FDS INC MIDCP 400 IDX IVOO	IVOO	33,264	$3.5m3.57%	3.57%	Reduced -1.9k	-1,866 -5.3%
8	GREENFIRE RES LTD NEW COM SHS GFR	GFR	403,690	$2.9m2.90%	2.90%	Unchanged
9	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	60,414	$2.7m2.70%	2.70%	Unchanged
10	VANGUARD INDEX FDS SMALL CP ETF VB	VB	10,725	$2.6m2.62%	2.62%	Unchanged
11	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	5,082	$452.7k0.46%	0.46%	Reduced -478	-478 -8.6%
12	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	8,404	$434.5k0.44%	0.44%	Unchanged
13	ISHARES TR 1 3 YR TREAS BD SHY	SHY	3,914	$320.9k0.33%	0.33%	Unchanged
14	ALPHABET INC CAP STK CL C GOOG	GOOG	5	$9520.00%	0.00%	New