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Arcadia Investment Management’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Arcadia Investment Management’s Portfolio RAVI Stock Details RAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-334
Closed -$25.3K – 398
2025
Q3 		$25.3K Hold
334
– – ﹤0.01% 198
2025
Q2 		$25.2K Hold
334
– – ﹤0.01% 198
2025
Q1 		$25.2K Hold
334
– – ﹤0.01% 217
2024
Q4 		$25.1K Buy
+334
New +$25.2K ﹤0.01% 247

Other funds holding RAVI

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Arcadia Investment Management's RAVI Position: Q4 2025 in Review

Arcadia Investment Management sold out of FlexShares Ultra-Short Income Fund (RAVI) in Q4 2025, closing a stake of 334 shares — an estimated $25.3K sold.

Arcadia Investment Management first reported a position in RAVI in Q4 2024 and held it in 4 quarters. The position peaked at $25.3K in Q3 2025. 66 funds tracked by Wall St. Rank hold RAVI as of Q4 2025.

  • Arcadia Investment Management reported no remaining FlexShares Ultra-Short Income Fund position as of Q4 2025 after selling out during the quarter.
  • Arcadia Investment Management sold 334 FlexShares Ultra-Short Income Fund shares in Q4 2025, an estimated $25.3K.
  • Arcadia Investment Management first reported a position in FlexShares Ultra-Short Income Fund in Q4 2024 and held it in 4 quarters.
  • Arcadia Investment Management's FlexShares Ultra-Short Income Fund position peaked at $25.3K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q4 2025.

Based on Arcadia Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.