Data as of Q4 2025 (Dec 31, 2025)
โณ
Showing Q4 2024 data
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income

โ€ขCIK: 846788โ€ขFiling: Q4 2024

**MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income** This fixed income strategy manages $98M across 14 distinct positions, exhibiting a notable tilt toward equity-linked fixed income exposure. Top holdings reveal significant allocations to broad market ETFs, including VOO at $35.1M and JNK at $23.1M, suggesting a core mandate integrating credit risk with equity market beta. Further diversification is evident with substantial positions in HYG ($7.9M) and VEA ($7.7M), indicating a tactical approach spanning investment-grade credit and international developed markets.

Total AUM
$98.4M
QoQ Performance
-1.9%
Positions
9
Top 10 Concentration
98.8%
Latest Filing
Q4 2024

Top Holdings Allocation

VOO
JNK
HYG
VEA
VONV
VOO35.7%
JNK23.5%
HYG8.0%
VEA7.8%
VONV7.2%
VO4.9%
IVOO3.6%
GFR2.9%

๐Ÿ“ˆ Biggest Buys

JNK
SPDR SER TR
+70.4%
23.5% of portfolio
GOOG
ALPHABET INC
NEW
0.0% of portfolio

๐Ÿ“‰ Biggest Sells

HYG
ISHARES TR
-46.8%
8.0% of portfolio
VOO
VANGUARD INDEX FDS
-5.8%
35.7% of portfolio
VO
VANGUARD INDEX FDS
-9.0%
4.9% of portfolio
VONV
VANGUARD SCOTTSDALE FDS
-5.2%
7.2% of portfolio
IVOO
VANGUARD ADMIRAL FDS INC
-5.3%
3.6% of portfolio

Sector Breakdown

Other64.3%
ETF35.7%
Technology0.0%

Changes from Q3 2024

NEW1 new position
โ†‘1 increased
โ†“6 decreased

Historical Filings

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023